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Create leads from property alerts into your CRM

Create leads from property alerts into your CRM

You miss owner contact details in property alert feeds, which stalls outreach to new borrower prospects. The workflow creates prioritized lead records so you can begin outreach same day.

Create leads from property alerts into your CRM

Overview

Stop losing time chasing cold owner leads—this flow turns property alert matches into prioritized CRM contacts so loan officers can act the same day. It shortens time-to-contact and funnels new borrower prospects directly into your outreach queue.

Create leads from property alerts into your CRM