Add new lead records to your phone contact list
Add new lead records to your phone contact list
Your CRM lead records often arrive without phone contacts, delaying borrower outreach and causing missed first-touch calls. Add contact entries so loan officers can call or text prospects same day.
Overview
When CRM leads lack phone contacts, loan officers waste time and prospects can go cold. This flow adds new CRM leads into your phone contact list and limits entries to those owned by configured officers, enabling same-day calls and texts.