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.

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.