Add loan prequal form submissions to contact records
Add loan prequal form submissions to contact records
Your loan prequalification form entries sit unprocessed, leaving advisors without prospect context. Capture and tag prospects so advisors can follow up the same day.
Overview
Stop letting warm loan prospects slip through manual handoffs. This flow captures prequalification submissions, normalizes contact details, and places qualified leads in advisors' queues so outreach happens the same day. You get faster contact, clearer context, and fewer missed opportunities.