Create new referral records from form submissions instantly
Create new referral records from form submissions instantly
Your referral form submissions sit untracked, delaying transaction handoff and missing agreement attachments. Entries and attached agreements post to your tracker so coordinators can act same day.
Overview
When referral forms land untracked, coordinators spend hours chasing details and agreements. This flow creates a complete referral row and attaches agreements automatically so transaction coordinators receive full intake to act on the same day.