Skip to content
Log inSign up
Templates
Create new business intake item from client forms

Create new business intake item from client forms

Your account opening forms arrive untracked, causing onboarding steps to be missed and advisor handoffs to stall. Create a tracked intake item and update your item tracker so onboarding begins same day.

Create new business intake item from client forms

Overview

Streamline your new business intake so advisors and operations coordinators stop losing time on manual entry and handoffs. This flow converts each account opening submission into a tracked intake item and updates your ID tracker, delivering same‑day intake visibility and faster onboarding.

Create new business intake item from client forms