Update client content request and create field records
Update client content request and create field records
Your published client content requests lack CRM context, so brokers can't see status or required fields. You gain synchronized request status and field records for each submission same day.
Overview
When clients publish requested documents, your CRM should reflect that status and include field-level records so brokers can act immediately. This flow removes manual updates and delivers synchronized records within minutes, enabling same-day follow-up.