Create buyer contacts from conveyancing quote intake forms
Create buyer contacts from conveyancing quote intake forms
Your conveyancing quote submissions with two buyers often arrive without both CRM contacts, leaving mortgage follow-up incomplete. Capture both buyer contacts and start outreach same day.
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Overview
When two-buyer conveyancing quote forms arrive, missing one buyer in the CRM stalls mortgage outreach and decisioning. This flow captures both buyers as contact records and assigns them for intake, so you can contact both prospects same day and keep deals moving.