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Create new business board item from onboarding form

Create new business board item from onboarding form

Your account opening submissions go untracked, leaving gaps in the new-business board and delaying advisor handoffs. Keep board items and the tracking table synced so onboarding proceeds same day.

Create new business board item from onboarding form

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Overview

Stop relying on manual copy‑paste from intake forms that slows advisor follow-up and creates compliance gaps. This flow turns each submission into a complete boarding item and tracking row within minutes, so operations and advisors can act the same day.

Create new business board item from onboarding form