Customer support ops capture loan prospects on agent assignment

Support ops see assigned contacts miss loan prospect records, causing outreach gaps and stalled handoffs to sales. Create prospect records on agent assignment so sales and ops start outreach.

Overview

Assigned contacts that aren't recorded as prospects create outreach gaps and stalled handoffs. This workflow ensures every assigned contact becomes a loan prospect record so sales and ops can begin outreach without manual steps, leading to zero missed follow-ups and faster first touch.

Notable Features

Create loan prospect records
Prevent duplicate prospect creation
Notify sales and ops