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Create triage card for remortgage bookings to prep meetings

Create triage card for remortgage bookings to prep meetings

Bookings arrive without structured intake, leaving advisers missing contact or case notes. The flow creates a triage card so coordinators and advisers prepare next steps ahead of meetings.

Create triage card for remortgage bookings to prep meetings

Overview

When bookings arrive without structured intake, advisers waste prep time chasing missing details and meetings start poorly prepared. This flow turns qualifying bookings into ready triage cards with contact and phone details within minutes, so coordinators can assign owners and prep before the meeting.

Create triage card for remortgage bookings to prep meetings