Create pre-approval and offer records from intake forms
Create pre-approval and offer records from intake forms
Your pre-approval form submissions arrive unorganized, delaying loan triage and missing offer windows. They go into tracker sheets and high-priority offers send SMS alerts for same-day response.
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Overview
Unflagged offer submissions slow deal momentum and let prospects cool. This flow centralizes intake into your trackers and pushes immediate SMS alerts for qualifying offers, so loan officers and growth leads can respond same day.