Add funnel leads to nurture list and notify loan officers

Your mortgage funnel signups sit in separate systems and officers lack contact context for quick follow-up. Add signups to your marketing list and alert loan officers so leads are contacted same day.

Overview

When funnel signups live in disconnected systems, campaign managers and loan officers miss outreach windows and follow-up slows. This workflow captures those signups into your marketing contact list and alerts loan officers immediately, so leads are contacted the same day.