With the LaserApp integration, you can now launch account opening paperwork from within Riskalyze.
Note: In order to use this integration, you will also need to have an integration with either RedTail or Salesforce connected. These are required to pull in the necessary information to complete paperwork within LaserApp. You will need a minimum of six fields of information, including the clients Social Security Number.
Connecting the Integration
From your Riskalyze dashboard, select Menu -> Settings -> Integrations
From the Integrations page, click on LaserApp:
Once your Integration is connected, you are able to launch account opening paperwork from a Riskalyze client profile. You can do so by clicking Actions -> Send to LaserApp:
That's all there is to it!