Client managers capture referral contacts when loans fund
Client managers capture referral contacts when loans fund
Client managers miss referral partners when funded contacts go untracked, risking lost repeat business. It pushes funded contacts into your CRM so client managers can begin outreach.
Overview
Client managers in financial services lose referral revenue when funded-loan contacts aren't captured. This workflow creates or merges attorneys and agents into your CRM so client managers can start outreach and track referrals without manual handoffs. Clients report faster response times and zero missed follow-ups.
Notable Features
- Create or update CRM prospects
- Search by email and merge duplicates
- Tag prospects with loan details