Add POS loan applications to CRM intake queue
Add POS loan applications to CRM intake queue
Your POS loan submissions often remain in the point-of-sale system, delaying officer outreach. This routes each submission into your intake queue for faster review and same-day follow-up.
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Overview
POS loan submissions often sit unrouted, costing you fast-moving applicants and slowing origination. This flow forwards each submission into your intake pipeline and surfaces records to officers within minutes for same-day outreach.