Send welcome SMS and create customer file request

You get new rental opportunities without a clear intake path, so applicants don't know where to send documents. Applicants can submit documents same day.

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Overview

New rental applicants often stall because they don't know how to deliver required documents; this flow sends a branded welcome SMS and a secure file-request link while updating the CRM. That turns uncertain leads into documented opportunities you can act on the same day and reduces manual intake work for operations.