Create borrower and referrer records from lead forms

Lead form entries lack standardized borrower and referrer records, leaving teams unsure who owns follow-up. Captured records are normalized and routed to loan staff for same-day outreach.

Overview

When borrower referrals arrive unstructured, marketing and loan teams spend time reconciling contacts and miss outreach windows. This flow standardizes, deduplicates, and creates borrower and referrer records, routing ownership so teams can qualify leads and contact prospects same day.