Create CRM lead and deal from loan request
Create CRM lead and deal from loan request
Your loan request form arrives without structured prospect context, delaying officer outreach. Get leads and initial deals created so reps can follow up same day.
Overview
Unstructured loan requests force reps to rekey submissions and slow outreach windows. This flow creates a person, a lead, and an initial deal automatically so loan officers and coordinators can contact applicants same day and keep pipeline momentum.