Apply pre-qual plan to prequalified leads for loan officers
Apply pre-qual plan to prequalified leads for loan officers
Your prequalified contacts miss a standard action plan, leaving loan officers unsure and delaying outreach. Apply the buyer pre-qual plan automatically so loan officers begin outreach same day.
Overview
When contacts reach your pre-qualification stage, inconsistent handling slows outreach and frustrates loan officers. This flow applies a standardized buyer pre-qual plan immediately so loan officers get clear next steps and can begin outreach same day.