Create deal tracker entries from new broker leads
Create deal tracker entries from new broker leads
Your mortgage application cards arrive without tracking, leaving deal status and owner unclear. Add each application to a shared deal tracker so brokers can follow up same day.
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Overview
When mortgage applications aren't recorded centrally, brokers lose time and clients face delayed follow-up. This flow creates a single deal tracker record for each new application so brokers and the director can prioritize outreach and act same day.