Keep partners and operations alerted to approved applicants

Operations coordinators miss approvals stuck in spreadsheets, delaying onboarding and partner outreach. Partners and ops receive applicant details, so onboarding starts.

Overview

Manual handoffs cause missed onboarding and frustrated partners. This workflow routes approvals, applicant details, and team notes to partners and operations, eliminating missed handoffs and enabling onboarding to start immediately. Customers report clearer owner accountability and faster handoffs.

Notable Features

Route approvals to partners and ops
Attach team notes to alerts
Create onboarding tasks for operations