Create CRM leads from partner referral form submissions
Create CRM leads from partner referral form submissions
Your partner referrals arrive without structured contact or product context, so loan officers can't prioritize follow-up. They route into your CRM as leads for same-day outreach.
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Overview
Partner referrals often arrive unstructured and go untriaged, costing same-day opportunities; this flow captures each referral and creates a prioritized CRM lead within minutes. That tightens handoffs so loan officers and referral managers can follow up the same day.