Send intake form after new client is created
Send intake form after new client is created
Your new client records miss an intake form, leaving loan officers waiting. Assigning a prefilled intake form at contact creation speeds onboarding same day.
Overview
New client records without assigned intake forms force loan officers into manual chasing and slow approvals. With this flow, a prefilled intake form is assigned at contact creation so your team gets submissions the same day and reduces manual follow-up.