Delete converted leads from your lead table automatically
Delete converted leads from your lead table automatically
Your lead table often keeps contacts after a loan closes, causing duplicate outreach and wasted rep time. Remove converted leads automatically so your reps stop outreach the same day.
Overview
When a loan closes, stale leads in your table trigger unnecessary outreach and frustrate borrowers. This flow removes converted leads automatically so reps stop outreach the same day and onboarding proceeds without duplicate touches.