Add borrower referrals from web form to lead list

Your referral and borrower intake forms often arrive without matching records, causing duplicate entries and slow outreach. Add enriched lead records and notify loan officers for same-day follow-up.

Overview

When referral and borrower forms aren't matched to existing records, follow-up stalls and conversions drop. This flow turns each submission into a deduplicated, enriched lead record and triggers the onboarding sub-process so loan officers can act same day.