Create submission tasks and draft lender email for leads
Create submission tasks and draft lender email for leads
You can't see which lenders need submissions when a lead's lender list is empty, causing rushed outreach. The flow creates submission activities and a draft lender email so marketing ops can act same day.
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Overview
When a lead is flagged for submissions, teams often scramble to assemble lender outreach and miss windows. This flow converts that flag into tracked submission activities and a prefilled lender email so marketing ops can kick off outreach same day.