Add ad form loan leads to routed lead table
Add ad form loan leads to routed lead table
Your ad form loan leads arrive without owner or context, leaving loan officers unsure whom to contact. Leads are routed to your lead table with assigned owners for immediate outreach same day.
Overview
Ad leads often arrive without ownership, stalling outreach and losing momentum. This flow routes each ad lead into your lead table and assigns an owner on a rotating cadence so loan officers have contacts ready for outreach within minutes.