Create onboarding record from new property request email
Create onboarding record from new property request email
Your property request emails are unstructured, scattering onboarding details and delaying client setup. Capture and normalize requests into your onboarding sheet so coordinators start setup same day.
Overview
Incoming property requests often land as messy emails that stall onboarding and require manual rekeying. This flow turns those emails into cleaned, ID-sequenced onboarding records so coordinators can begin setup the same day and avoid backlog.