Create lead log rows from qualifying inbound SMS messages
Create lead log rows from qualifying inbound SMS messages
Your inbound SMS loan inquiries aren't tracked, leaving reps without context and delaying responses. Centralize qualifying messages so loan ops can triage leads and reply same day.
Overview
When prospects text about funding, those inquiries must be visible to your loan ops team immediately. This flow captures qualifying SMS and appends structured rows so your team can triage and respond the same day, improving follow-up timeliness.