Business owners keep mortgage opportunities in the right pipeline

Business owners see purchase/refinance loans left unassigned, leading to missed follow-ups and lost revenue. It creates pipeline opportunities and assigns ownership so sales reps prioritize outreach and prevent missed follow-ups.

Overview

Unassigned purchase or refinance loans leave revenue on the table for business owners. This workflow turns those loans into opportunities in the correct pipeline and assigns an owner, ensuring sales reps prioritize qualified mortgages and missed follow-ups are eliminated.

Notable Features

Create opportunity in correct pipeline
Assign loan owner by loan type
Notify sales reps of new leads