Create CRM lead from new website or referral contacts

Your mortgage leads sit in a secondary lead inbox without standardized contact or loan details, causing outreach delays. Loan officers get clean lead records so they can respond same day.

Overview

Inbound referral leads often arrive with inconsistent details, leaving loan officers scrambling and rate windows at risk. This flow converts those contacts into deduplicated, enriched CRM leads and surfaces follow-up dates so loan officers can contact prospects same day and protect rate windows.