Business owners get mortgage leads via SMS instantly
Business owners get mortgage leads via SMS instantly
Business owners miss mortgage protection leads when form submissions go unread, risking commissions. SMS alerts deliver lead details to the sales owner so agents follow up promptly.
Overview
Mortgage protection prospects cool quickly when form leads sit unread, putting commissions at risk. This workflow routes every submitted lead to the sales owner's phone via SMS, enabling prompt follow-up and reducing missed first touches. Your agents stay focused on selling instead of chasing notifications.
Notable Features
- Send SMS to sales owner
- Include full lead details
- Flag priority mortgage leads