Create lead records from inbound mortgage leads into table
Create lead records from inbound mortgage leads into table
Your inbound mortgage leads lack structured intake and loan context, leaving support without contact or case details. Capture and normalize leads so coordinators can triage and act same day.
Overview
Inbound mortgage leads often arrive with inconsistent fields, forcing coordinators to chase missing details and delaying borrower contact. This flow centralizes and normalizes intake into a single table so support coordinators get complete records and can triage leads same day.