Capture realtor referrals for marketing ops and sales reps
Capture realtor referrals for marketing ops and sales reps
Marketing ops miss Realtor referral tags in their CRM, risking lost referrals and commission. Create a CRM inquiry when the tag appears so sales reps get referral leads ready for follow-up.
Overview
Referral contacts get lost when tags never translate into actionable leads, costing real estate firms commissions and referral relationships. This workflow converts every 'Realtor to Lender Mirror' tag into a standardized CRM inquiry and alert, so sales reps receive referral-ready leads and response times drop dramatically.
Notable Features
- Create standardized CRM inquiry records
- Notify assigned sales rep
- Tag inquiries for pipeline tracking