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Create loan record and attach consent from form

Create loan record and attach consent from form

Your intake form submissions lack consent links or CRM records, delaying underwriting. It creates the loan record and attaches the signed privacy consent so officers can act same day.

Create loan record and attach consent from form

Overview

Intake forms that arrive without a CRM record or attached consent stall underwriting and frustrate loan officers. This flow turns each submission into a complete loan record with the signed privacy consent linked, so officers have actionable files and can start underwriting same day.

Create loan record and attach consent from form