Add parsed mortgage inquiries to sales lead queue

Unstructured mortgage inquiry emails leave advisors without contact or qualification details. This captures and parses messages into CRM lead records so intake teams can reach prospects in minutes.

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Overview

Incoming mortgage messages often arrive unstructured, which slows advisor follow-up and clogs your pipeline with unqualified entries. This flow extracts contact and qualification details and creates CRM lead records so intake teams can reach prospects within minutes and preserve sales momentum.