Update applicant records when reference changes right away
Update applicant records when reference changes right away
Your applicant intake records go stale when the master reference updates, forcing manual reconciliation. Keep records consistent so project managers have reliable intake context same day.
Overview
When your master reference shifts, applicant intake rows can fall out of sync and require manual fixes. This flow keeps applicant records aligned, surfaces payment concerns, and equips project managers to triage reliably—often same day.