Add inbound mortgage leads to lead delivery pipeline

Web inquiries arrive untracked and bury borrower context, so reps lack contact details. Route each inquiry to your lead delivery pipeline so loan officers can start outreach the same day.

Overview

Unstructured web leads slow down your loan officers and waste paid traffic. This workflow captures each inquiry, normalizes contact and property data, and injects it into your lead delivery pipeline so reps can call back the same day and keep conversion momentum.