Business owners: Capture pre-app leads into CRM fast
Business owners: Capture pre-app leads into CRM fast
Business owners miss applicants when pre-apps are incomplete, stalling pipeline. Standardize submissions into CRM prospects so loan officers prioritize leads and follow up quickly.
Overview
Incomplete pre-apps stall pipeline and let qualified borrowers slip away. This workflow turns every submission into a contact-ready CRM prospect so loan officers get prioritized leads, driving faster response times and fewer missed follow-ups.
Notable Features
- Create CRM prospect records
- Validate required eligibility fields
- Notify loan officers and assign