Create lead from POS loan application to CRM
Create lead from POS loan application to CRM
Your POS loan applications can go unprocessed, delaying originator follow-up and slowing prequalification. Push each submission into your intake so loan officers can begin outreach same day.
Overview
Unprocessed POS submissions slow originator outreach and hurt conversion. This flow captures each POS application, validates the originator, and forwards a contact-ready lead to your intake system within minutes so loan officers can start outreach the same day.