Create prioritized mortgage lead rows and notify LOs
Create prioritized mortgage lead rows and notify LOs
You receive mortgage quote form submissions without LO context, leaving opportunities unassigned and prospects cooling off. Prioritize and forward matched leads to loan officers for same-day outreach.
Overview
When mortgage quote forms arrive without an assigned loan officer, leads go cold and revenue opportunities slip away. This flow matches submissions to LO preferences, alerts the right officers, and logs the contact so your team can complete same-day outreach and reduce missed prospects.