Send signed referral emails and update intake records
Send signed referral emails and update intake records
You get signed lead submissions with no referral owner, so intake stalls and partners wait. It sends partner-ready emails and updates intake records so partners receive signed packets within minutes.
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Overview
Signed leads often stall when no one distributes the file, costing partner trust and slowing placements. This flow packages signed lead packets and emails them to the right recipients while updating your intake records, so partners receive signed packets within minutes and your referral managers retain an auditable trail.