IT admins: alert advisors to customer financing apps
IT admins: alert advisors to customer financing apps
IT admins see financing apps go unrouted, causing advisors and leadership to miss follow-ups and lose deal momentum. Instant alerts notify the advisor and leadership so follow-up happens quickly.
Overview
Missed financing applications cost advisory teams deal momentum and let opportunities cool. This workflow routes each application to the assigned advisor and leadership, eliminating missed follow-ups and enabling faster review and action.
Notable Features
- Send alerts to advisor and leadership
- Attach applicant summary to notifications
- Create follow-up tasks in CRM