Create lead records from loan portal idle events

Idle loan portal submissions leave brokers without a recorded lead and stall outreach in the critical early contact window. Capture those prospects into CRM so loan officers can follow up same day.

Overview

Idle loan portal submissions are a quiet source of lost originations for small brokerages. This flow captures those prospects into your CRM and tags them for follow-up, so loan officers can re-engage leads the same day and avoid missed opportunities.