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Create onboarding tasks from loan intake form submissions

Create onboarding tasks from loan intake form submissions

Your loan intake forms often sit untriaged, delaying document collection and approval. It creates processing tasks so your operations team begins review and collection same day.

Create onboarding tasks from loan intake form submissions

Overview

Intake forms should trigger work, not more manual steps; otherwise your operations team wastes time creating tasks. This flow converts each submission into a grouped project and staged tasks, linking the CRM record so review and collection start same day.

Create onboarding tasks from loan intake form submissions