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Create and assign mortgage lead to on-duty banker

Create and assign mortgage lead to on-duty banker

Your mortgage form submissions often arrive unassigned, causing outreach delays. You get leads routed to on-duty mortgage officers for same-day follow-up.

Create and assign mortgage lead to on-duty banker

Overview

Unassigned mortgage form leads slow outreach and fray conversion momentum. This flow routes each home-loans submission to the on-duty loan officer, chooses an owner by round-robin, and pushes the record into your intake system so marketing and loan officers can act within minutes.

Create and assign mortgage lead to on-duty banker