Add new mortgage leads to available leads sheet
Add new mortgage leads to available leads sheet
Your mortgage lead masterlist rows stall when someone must copy entries manually, delaying outreach and assignment. The flow moves verified leads to the deployment sheet so agents can act the same day.
Overview
Manual copying of new leads creates bottlenecks and missed outreach windows for your agents and coordinators. This flow moves verified mortgage entries straight into the deployment queue so teams can start outreach the same day and avoid handoff delays.