Send privacy signature request and update deal record
Send privacy signature request and update deal record
Your deal approvals stall when privacy forms remain unsent or untracked in CRM. Send the signature request and update the deal so brokers have signed consent same day.
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Overview
Manual sending and logging of privacy forms slows credit approvals and burdens brokers. This flow sends the signature request, marks the activity complete, and writes the signature ID to the deal so brokers get signed consent and updated deal records the same day.