IT: Create KYC applicants when deals reach contract stage

IT sees deals move to contract without KYC, creating compliance gaps. Create KYC applicants and links, update contacts so compliance and sales have verified seller data before contract processing.

Overview

Missing KYC at contract exposes you to compliance risk and stalled signings. This workflow creates applicants, issues verification links, and writes results back to the contact record as deals hit contract, eliminating missing verifications and keeping compliance and sales aligned.

Notable Features

Create applicant records when triggered
Generate verification links for sellers
Update contact records with status