Keep IT's property fiches linked for faster handoffs

IT teams ingesting new property submissions create orphaned fiches, forcing operations and advisors into manual handoffs. It creates linked, prefilled fiches and updates the source for faster handoffs.

Overview

Orphaned property submissions cause manual handoffs and slow processing — IT needs a reliable way to create and link fiche records. This workflow guarantees linked, prefilled fiches and updates the source record so operations and advisors get ready-to-process records. The result: fewer missed handoffs and faster internal processing.

Notable Features

Create linked fiche records
Prefill fiche fields from submissions
Update source property record