Create foreclosure triage tasks and upsert CRM contacts
Create foreclosure triage tasks and upsert CRM contacts
Your foreclosure and purchase form entries arrive unverified and scattered across tools. Capture validated leads, upload files to property folders, create triage tasks, and add contacts to CRM same day.
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Overview
When property intake forms land unverified, paperwork scatters and outreach stalls. This flow verifies addresses, organizes files into property folders, creates triage tasks, and upserts CRM records so acquisitions managers can act same day.