Create contact and notify branch from viewing request

Your viewing forms lack consistent contact records and regional routing, causing missed branch follow-ups. It creates contact records and notifies applicant and local office for same-day follow-up.

Overview

Viewing requests often arrive without a clean contact record or regional routing, which delays local follow-up and fragments nurture lists. This flow captures each submission as a mailing contact, finds the right branch, and sends applicant and branch notifications so teams can act the same day.