Add loan application responses to campaign tracking sheet

Your loan application responses go untracked without a central intake sheet, causing delayed follow-ups and reporting gaps. It records submissions so campaign managers and marketing ops can act same day.

Overview

When loan applicants aren't recorded centrally, campaign managers miss nurture windows and reporting becomes unreliable. This workflow captures every application into a single sheet and pings marketing ops so teams can follow up and act on leads the same day.