Add qualified home-purchase leads to your CRM pipeline

Your mortgage leads sit uncontacted when filtered query results aren't routed to CRM, delaying advisor outreach. Get vetted home-purchase leads into outreach queues for prompt follow-up within 3 days.

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Overview

Missed mortgage leads mean delayed outreach and lost homeowner opportunities for small advisory teams. This flow delivers qualifying home-purchase leads into your CRM pipeline so you and your advisor outreach can start personalized contact within minutes, before interest windows close.