Create lead and property folder from seller form
Create lead and property folder from seller form
Your seller form submissions and property details land in different places, delaying valuation and outreach. Get leads into CRM and a ready property folder so agents can begin outreach same day.
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Overview
When seller leads arrive they often require duplicate data entry and manual folder setup, which slows response and valuation. This flow captures the lead in CRM and provisions a ready property folder so acquisition managers can begin outreach and valuation same day.