Create property file and advisor record from intake

Your property intake arrives as raw payloads, leaving dossier fields blank and teams hunting for fiscal details. This creates complete property files and advisor records for review before processing starts the same day.

Overview

Unstructured intake forces your teams to chase fiscal details and delays dossier handoff; this flow turns each intake into complete property and advisor records. Portfolio managers and back-office staff receive review-ready files within minutes, enabling same-day processing and fewer manual corrections.