Create mortgage lead items from new loan applications

Your incoming loan applications go untracked and delay originator outreach, creating missed opportunities and stalled pipelines. Create complete prospect items so originators can act on leads same day.

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Overview

When loan intake sits disconnected from your pipeline, originators miss timely outreach and conversions slip. This flow converts each incoming application into a prospect item with mapped stage and contact context so branch managers and loan officers see actionable leads and can respond same day.