Create qualified loan leads from spreadsheet to ERP
Create qualified loan leads from spreadsheet to ERP
Your applicant spreadsheet rows go unprocessed, leaving qualified prospects out of the ERP and delaying outreach. Add them to the ERP automatically so operations can follow up the same day.
Workflow preview:
Zap details:
Overview
Manual copy-paste of applicant rows creates delays and lost momentum; this flow ensures qualifying spreadsheet rows become ERP leads immediately. Deliver lead records to loan operations within minutes so agents can prioritize outreach and preserve application intent.