Create lead from referral submission and log record
Create lead from referral submission and log record
Your mortgage referral submissions arrive unprocessed, leaving leads incomplete and outreach delayed. It creates leads and logs each referral so loan officers can contact prospects same day.
Overview
Stop losing referral prospects to manual intake — this flow instantly turns every incoming referral into a fully populated CRM lead and a tracked sheet row so loan officers can start outreach same day. That visibility reduces intake lag and ensures consistent, auditable follow-up within minutes of submission.