Add qualifying new investment leads to follow-up pipeline

Your new property deals aren't routed to intake, so advisors miss contact details and stall outreach. You get a populated lead for advisor follow-up same day.

Overview

When qualifying deals enter your CRM, momentum matters: missing contact context means lost outreach and delayed conversions. This flow routes those deals straight into your intake pipeline and populates contact and source data so advisors can reach prospects the same day.