Add affiliate prospect records to marketing lead queue
Add affiliate prospect records to marketing lead queue
Your affiliate records often aren't added to marketing, leaving borrower prospects untagged and outreach poorly targeted. They enter your marketing lead queue and owners get notified within minutes.
Overview
Affiliate referrals should feed your marketing programs immediately instead of piling up for manual triage. This flow converts each affiliate record into a marketing lead and alerts the owner so welcome campaigns and compliance checks run within minutes.