Create lead records from loan application form submissions
Create lead records from loan application form submissions
You receive loan applications that aren't captured in your marketing database, delaying outreach and omitting borrower context. Add applicant records to campaigns so outreach starts within minutes.
Overview
When loan applications don't flow into your contact platform, follow-up stalls and conversion opportunities slip away. This flow captures each submission into your contact database, tags it for campaigns, and enables loan officers and campaign managers to start outreach within minutes.