Update prospect records with priority, dedupe and status
Update prospect records with priority, dedupe and status
Your prospect forms contain messy addresses and duplicates that slow triage. So your intake team can act same day, the workflow normalizes fields, flags duplicates, and assigns priority.
Overview
Messy intake and duplicate submissions slow tax-resolution triage and create manual work for your team. This flow standardizes submissions, runs an automated lien check, and flags duplicates so your intake team can triage same day and reduce manual handoffs.