Create CRM leads for purchase and refinance borrowers
Create CRM leads for purchase and refinance borrowers
Your inbound loan inquiries arrive without CRM records, delaying qualification and outreach. It creates purchase or refinance leads in your CRM so teams can follow up within minutes.
Overview
When inbound loan forms don't reach your CRM cleanly, follow-up stalls and marketing cadence breaks. This flow normalizes key flags, routes purchase and refinance inquiries, and pushes structured leads so loan officers and marketing can act within minutes.