Project managers forward proof-of-address forms into onboarding queue
Project managers forward proof-of-address forms into onboarding queue
Project managers see proof-of-address forms stall, creating onboarding bottlenecks. This forwards each submission into the processing queue so onboarding gets verifications reliably.
Overview
Manual handoffs leave onboarding teams chasing verifications and create activation delays. Route proof-of-address submissions straight into your processing queue and create assigned tasks for project managers, eliminating manual transfers and reducing verification delays.
Notable Features
- Forward submissions to processing queue
- Create onboarding verification tasks
- Notify project managers on exceptions