Create follow-up entries from every ADU lead submission
Create follow-up entries from every ADU lead submission
Your ADU leads arrive with patchy contact and project notes, delaying intake. This captures each lead into a structured follow-up sheet so loan officers can respond same day.
Overview
When lead forms come in with inconsistent contact or project info, intake stalls and prospects go cold. This flow centralizes each submission into a structured leads sheet so loan officers and coordinators can act the same day and keep pipeline momentum.