Financial services owners capture loan inquiries in CRM

Loan officers miss web inquiries that never reach the CRM, causing stalled pipelines and missed follow-ups. This workflow upserts form submissions as flagged inquiry records so reps can follow up quickly.

Overview

Leads fall through the cracks when inquiries never land in the CRM — that stalls pipelines and frustrates loan officers. This workflow upserts every form submission as a flagged inquiry, assigns ownership, and notifies the right rep, preventing missed follow-ups and keeping your pipeline accurate.

Notable Features

Create or update prospect records
Flag submissions as inquiry records
Notify loan officers of new inquiries