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.

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.