Create home loan referral task for triage now
Create home loan referral task for triage now
Referral forms often miss triage, leaving contact details untracked and follow-up delayed. Capture qualifying home-loan referrals and create triage tasks so coordinators start outreach same day.
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Overview
When home-loan referrals come through your website, details can slip and outreach stalls. This flow captures qualifying referrals and creates triage tasks so coordinators can assign and begin contact the same day.