Add booking details to lead sheet and CRM

Your bookings lack unified contact and intake details, delaying marketing follow-up. It captures booking and contact info into your contact list and central worksheet for same‑day qualification.

Overview

Bookings without intake context leave marketing unable to prioritize high‑value home‑loan prospects and slow down nurture. Capture booking details into a central sheet and create or update marketing contacts so campaign managers can qualify and start outreach the same day.