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Create prequalification leads and add to sales pipeline

Create prequalification leads and add to sales pipeline

Your prequalification web submissions lack CRM records and details, leaving loan officers unable to prioritize prospects. They are added to CRM and marketing lists so outreach starts same day.

Create prequalification leads and add to sales pipeline

Overview

When prequalification form submissions miss the CRM, loan officers lose time and prospects cool off. This flow reliably records every PQ in your database and pushes contacts into CRM and nurture lists so outreach can begin same day.

Create prequalification leads and add to sales pipeline