Intake Wizard

Overview

The LPT Connect Intake Wizard is an AI-powered digital onboarding tool designed to streamline the client intake process for agents and professionals. It automates form collection, enhances transaction details-client matching, agent commissions and ensures secure, compliant data handling—reducing administrative workload while improving engagement.

Tools:

Targeted Audience

Agents

Administration

Project Timeline

Onboarding

Sitemap

Wireframes

Content Review

Design Review

Development Review

Testing

Post Live