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Create onboarding client record and assign tasks to ops

Create onboarding client record and assign tasks to ops

Your onboarding submissions sometimes sit unprocessed, delaying client verification and funding readiness. It creates a client board item and assigns onboarding tasks so coordinators finish setup same day.

Create onboarding client record and assign tasks to ops

Overview

When intake slips, client verification and funding readiness stall—costing time and momentum. This flow captures form submissions into your client board, spins up onboarding tasks, and alerts coordinators so setup finishes same day.

Create onboarding client record and assign tasks to ops