Create CRM lead and notify team from intake
Create CRM lead and notify team from intake
Your broker intake submissions arrive untracked, leaving reps without contact or loan context. They are added to CRM and posted to your team channel same day.
Overview
Intake is where your pipeline starts; unprocessed submissions stall outreach and onboarding. This flow captures each broker or loan officer submission into your CRM, creates an owner task, and posts the details to your team channel so reps can act same day.