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Create vendor contact records from uploaded lender leads

Create vendor contact records from uploaded lender leads

Your uploaded lead rows sit unprocessed in the spreadsheet and delay vendor contact creation for new mortgage prospects. It creates and routes contact records to the correct regional queue same day.

Create vendor contact records from uploaded lender leads

Overview

When spreadsheet intake sits idle, loan officers and vendor teams miss time-sensitive mortgage leads and vendor assignments slip. This flow turns each updated row into a routed contact record, ensuring outreach and vendor intake happen the same day.

Create vendor contact records from uploaded lender leads