Add incoming loan inquiries to lead sheet and notify
Add incoming loan inquiries to lead sheet and notify
Your loan inquiry payloads arrive without a tracked lead record, causing missed first-touch follow-ups. Get inquiries into your lead sheet and alert loan officers for same-day outreach.
Workflow preview:
Zap details:
Overview
Inbound loan payloads that aren’t recorded become missed opportunities and slow your reps. This flow captures every inquiry into a single lead sheet and notifies loan officers so outreach happens same day, maintaining conversion velocity.