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Create lead and notify team from consultation form

Create lead and notify team from consultation form

Your lender consultation form submissions often miss the CRM, delaying agent outreach and appointment preparation. This adds the contact, a CRM note, and a team alert so agents can act same day.

Create lead and notify team from consultation form

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Overview

When lender consult requests arrive, agents and coordinators need full context immediately or appointments and outreach get delayed. This flow captures the lead, logs consultation details in the CRM, and posts a private team alert so your team can respond and confirm appointments same day.

Create lead and notify team from consultation form