Branch managers: send validated mortgage leads to owners

Branch managers miss prospects when invalid test leads bury real submissions, risking lost originations. This filters bad leads and delivers validated prospects to the lead owner so loan officers can begin outreach within minutes.

Overview

Branch operations lose originations when invalid or test leads bury real prospects. This workflow ensures only validated mortgage leads land with the assigned lead owner, enabling loan officers to prioritize real prospects and start outreach quickly. The result: fewer missed follow-ups and cleaner pipeline handoffs.

Notable Features

Filter invalid and test leads
Forward validated prospects to owners
Notify assigned loan officers quickly