Update applicant status and log income document records
Update applicant status and log income document records
Your income form submissions lack tracking and leave applicant verification unclear. You get updated applicant records and logged documents for coordinators to review same day.
Overview
Untracked income submissions force intake coordinators into manual reconciliation and slow case progress. This flow updates applicant records, logs verification documents, and sends confirmations so coordinators can triage and act the same day.