Create internal lead alert from incoming broker emails
Create internal lead alert from incoming broker emails
Your lead emails hide contact and loan details inside message bodies, delaying handoffs and outreach. Receive parsed lead summaries so your Realtor relations and loan teams can follow up same-day.
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Overview
Leads trapped in email bodies create friction and slow partner outreach; this flow extracts contact and loan context into an internal alert so your Realtor relations and loan teams can respond the same day. It removes manual copy/paste, shortens handoffs, and helps preserve pre-approval momentum.