Keep partners' eviction and estate intake records centralized

Partners handling eviction and estate deals lose intake details, causing onboarding gaps and billing confusion. Central intake entries ensure partners and ops start onboarding with complete records.

Overview

Missed intake details create inconsistent onboarding and billing headaches for partners in specialized consumer services. Centralizing every eviction and estate deal into a shared intake list eliminates manual handoffs, enabling operations and partners to begin onboarding with complete records. The result is faster handoffs, zero missed follow-ups, and clearer audit trails.

Notable Features

Create intake entries from deals
Filter for eviction and estate pipelines
Notify partners and ops immediately