Create lead from new loan for origination team

Your loan origination pipeline misses cases when new loan records don't route to originators, delaying outreach. This captures loan details and posts them to intake for outreach within minutes.

Overview

When new loan records fail to reach intake, origination loses speed and opportunities slip. This flow routes qualifying loans to your lead intake, normalizes contact data, and posts complete lead payloads so loan officers get full context within minutes.