Add qualified refinance quiz entries to nurture list

Your refinance quiz signups that aren't qualified flow into email sequences and waste advisor outreach time. They are routed to a segmented nurture list for prioritized contact within one business day.

Overview

Unvetted refinance signups waste advisor time and slow conversions. This flow filters quiz entries and adds only qualified prospects to your nurture list so advisors receive vetted leads for outreach within one business day.