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Create referral and tenant records from referral form

Create referral and tenant records from referral form

Referral form submissions arrive unstructured, forcing intake to rekey and lose referral context. You receive linked referral and tenant records in CRM so case workers start assessments same day.

Create referral and tenant records from referral form

Overview

Eliminate manual rekeying by turning form posts into structured CRM referral and tenant records so intake runs reliably. Your IT and operations teams get consistent record creation and attachments within minutes, letting case workers act the same day.

Create referral and tenant records from referral form