Create owner contract records from CRM submissions
Create owner contract records from CRM submissions
Your landlord contracts enter CRM without scans or structured metadata, delaying onboarding. It creates the contract record and attaches scans so project managers have complete files same day.
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Overview
When landlord contracts arrive in CRM without files or structured data, onboarding stalls and compliance risk increases. This workflow turns each new CRM contract into a complete, attached contract record in your property platform so project managers have full files same day.