Keep ops coordinators' org records clean and linked

Operations coordinators lose organization submissions from intake forms, leaving RMs unassigned and onboarding delayed. This creates organization records linked to RMs enabling faster handoffs.

Overview

Missing or unlinked organization submissions stall onboarding and force operations into manual rekeying. This workflow turns every intake into a standardized organization profile linked to the correct relationship manager, so onboarding handoffs happen faster and manual entry errors drop. Implementing it protects onboarding velocity and reduces follow-up work for operations coordinators.

Notable Features

Create standardized organization records
Link records to assigned relationship managers
Notify operations coordinators of new organizations