Business owners capture broker referrals in one sheet

Business owners miss broker referrals when new cases aren't logged, causing missed follow-ups. This adds each referral to a shared lead sheet and alerts sales reps so follow-up happens quickly.

Overview

Broker referrals get lost when new loan cases aren't recorded, leading to missed follow-ups and weaker pipeline visibility. This flow guarantees every broker referral lands in a central lead sheet and notifies sales reps, driving faster follow-ups and eliminating missed referrals.

Notable Features

Create spreadsheet rows for referrals
Notify sales reps of new referrals
Flag priority referrals for follow-up