Capture mortgage hot leads into your tracking sheet

Mortgage bankers moving leads to New/Hot stage risk missed follow-ups and stalled loan pipelines. It logs New/Hot Leads to a shared sheet so loan officers prioritize outreach and prevent lost apps.

Overview

Missed or delayed follow-ups on New/Hot leads cost mortgage revenue and stall pipelines. This workflow captures every New/Hot Lead into a central spreadsheet and notifies loan officers so outreach is prioritized; teams report faster response times and fewer missed follow-ups.

Notable Features

Log New/Hot Leads to sheet
Notify loan officers on entry
Check for duplicate lead records