Create underwriting worksheet for new leads and attach link
Create underwriting worksheet for new leads and attach link
You copy underwriting templates for every new property lead, causing inconsistent analysis and delayed qualification. This links a ready worksheet to each lead so teams can act the same day.
Overview
New property leads should come with analysis ready for review, not extra busywork. This flow creates and links a tailored underwriting worksheet to each lead so leasing and underwriting teams can start review the same day.