Add incoming loan leads to lead sheet and notify
Add incoming loan leads to lead sheet and notify
Your loan lead submissions arrive unstructured, forcing manual lookups and delaying outreach to prospects. The workflow centralizes each lead and notifies owners so follow-up happens same day.
Overview
Leads from your campaigns often arrive messy and untracked, which slows follow-up and hurts conversion. This flow ensures each loan lead is recorded and routed to the right owner so outreach happens same day and campaign data stays clean.