Create new loan lead records from external form submissions

Your loan intakes from partners and web forms often miss CRM records, causing follow-up delays. Loan officers can begin outreach the same day when full lead profiles are captured into CRM.

Overview

When partner referrals and web leads fail to create CRM records, loan officers spend hours chasing details and prospects cool off. This flow captures every incoming prospect and delivers a complete profile to your officers so first outreach happens the same day and underwriting prep can begin immediately.