Add credit assessment and data notes to lead record

Unenriched lead submissions force reps to chase credit, income and address details. It enriches leads with a compact credit and address note so teams have qualification-ready context within minutes.

Overview

Incoming web leads often lack credit and address context, forcing reps and coordinators into manual lookups and slowing qualification. This flow enriches submissions and pins a structured credit and address note to the lead so teams have qualification-ready context within minutes and can hand off faster.