Add new application card to your contacts list
Add new application card to your contacts list
Your mortgage application cards can arrive without contact details, leaving advisors unable to follow up quickly. Advisors can begin outreach the same day with contacts in your address book.
Overview
When application cards arrive without contact details, advisors waste time chasing client information and follow-ups slip. This flow creates contacts automatically and puts them in your address book, so advisors can start outreach the same day.