Add hot pipeline leads to loan tracker sheet

Your pipeline moves leave mortgage prospects unlogged, so loan officers miss outreach context. The sheet captures contact, owner and tags so your origination team can begin outreach same day.

Overview

When a prospect moves into your hot pipeline stage, it should be actionable immediately — not lost in a queue. This flow writes every hot-stage opportunity to a shared lead tracker so loan officers and origination coordinators can start outreach and application intake the same day.