Keep intake records updated when landlords confirm leases

Operations coordinators miss onboarding steps when landlord confirmations go unrecorded, causing manual follow-ups. This updates intake records from forms so case managers proceed.

Overview

Operations coordinators lose momentum when landlord confirmations aren't recorded, which stalls onboarding and creates extra manual work. This workflow keeps intake records updated from landlord forms, eliminating reconciliation and letting case managers move cases forward with confidence. Customers report faster handoffs and fewer missed confirmations.

Notable Features

Update intake records instantly
Match confirmations to intake records
Notify case managers of changes