Add social messages to lead log for follow-up

Your social message mortgage inquiries go untracked and lack contact context for follow-up. Capturing conversations into a central lead table speeds qualification and enables same-day responses.

Overview

When social inquiries never make it into your lead workflow, follow-up is uneven and prospects go cold. This flow captures every social message into a single lead table so you or your loan officers see inquiries immediately and can respond same day.