Update broker record when signed agreement email arrives

Your broker agreement emails arrive in a busy inbox and signed status goes unrecorded, delaying onboarding. Mark records as signed so account owners can start onboarding same day.

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Overview

Signed broker agreements often sit in busy inboxes, leaving account owners unsure whether to start onboarding and payouts. This workflow flips that — signed emails automatically flag the broker record so account owners can begin onboarding and payout workflows same day.