Business owners capture borrower leads into CRM fast
Business owners capture borrower leads into CRM fast
Business owners collecting borrower leads from social forms lose prospects when contact isn't captured, risking missed loan opportunities. So sales reps can follow up promptly and capture borrowers.
Overview
Borrower leads slip away when social form responses aren't captured cleanly. This workflow turns every social lead into a CRM contact and alerts the sales owner so reps follow up promptly and avoid missed loan opportunities. Users report faster response times and far fewer missed follow-ups.
Notable Features
- Create CRM records from social leads
- Notify assigned sales owner via email
- Flag duplicates before record creation