Customer support ops: Notify sales of borrower help requests

Customer support ops miss borrower portal help requests, leaving refi prospects unaddressed and reps scrambling. Send alerts to sales channels with an assigned refi owner so reps can follow up quickly.

Overview

Borrower portal requests too often slip past support, costing refinance opportunities and forcing sales into manual triage. This workflow routes every inbound assistance message into your sales channel with an assigned refi owner, ensuring faster handoffs and zero missed follow-ups; teams report response times drop dramatically.

Notable Features

Notify sales channels with context
Indicate available refi owner
Create searchable lead record