Business owners ensure funding applicants reach loan officers quickly
Business owners ensure funding applicants reach loan officers quickly
Business owners see website funding submissions go unprocessed, causing applicants to lose interest and deals to stall. Route applicants into your lead system so loan officers can follow up and prevent lost deals.
Overview
Unprocessed website funding submissions cost loan volume and allow competitors to engage first. This workflow delivers standardized applicant records into your CRM and alerts loan officers so response times drop dramatically and follow-ups aren't missed.
Notable Features
- Create standardized applicant records
- Notify loan officers instantly
- Format loan amounts and phone numbers