Add qualified loan applications to partner lead list
Add qualified loan applications to partner lead list
Your loan application stage changes often go unshared, causing manual handoffs and missed referral opportunities. Route qualified application details to partners so outreach starts same day.
Overview
When qualifying loan applications aren't routed to partners, outreach stalls and opportunities cool off. This flow posts each qualifying application to partner intake and alerts operations so outreach begins same day, reducing manual handoffs.