Business owners capture remortgage leads with parsed finances
Business owners capture remortgage leads with parsed finances
Business owners lose qualified remortgage applicants when form submissions arrive unparsed, causing advisors to miss priority follow-ups. Parsed financial fields create CRM leads so advisors prioritize.
Overview
Unparsed remortgage submissions leave qualified applicants slipping through and advisors reacting too late. This workflow captures every form, parses and enriches financial details, and lands ready-to-act leads in your CRM so advisors prioritize outreach, improving response times and eliminating missed follow-ups.
Notable Features
- Create CRM leads with parsed finances
- Enrich submissions with credit details
- Notify sales advisors of hot leads