Financial services: deliver refinance leads to loan officers and owners

Loan officers and business owners miss refinance prospects when leads sit untriaged, risking lost originations. This routes qualified refinance leads to partner intake so loan officers can follow up promptly.

Overview

Qualified refinance leads get lost when handoffs are manual, costing originations. This workflow routes campaign-matching refinance leads straight to partner intake and loan officers, removing handoff delays and enabling prompt follow-up. Sales leaders report faster response times and fewer missed intake opportunities.

Notable Features

Send qualifying refinance leads to partners
Filter leads by campaign rules
Create intake entries in partner system