Change lead status to moved to deals on complete profile
Change lead status to moved to deals on complete profile
Your intake leads miss contact or docs, leaving prospects stuck and pipeline reports inaccurate. Move complete leads to deals so loan officers and marketing ops see sale-ready prospects same day.
Overview
Incomplete intake rows bloat the pipeline and slow down loan officers. This flow advances fully completed leads into the deals stage so loan officers and marketing ops get sale-ready prospects and can act same day.