IT: Route prospect financing summaries to assigned brokers

IT admins see lead flags that leave brokers without financing details for commercial meetings. It sends the financing summary to the chosen broker so simulations can be prepared before meetings.

Overview

Missed financing details can stall commercial meetings and let opportunities slip. This workflow delivers a prospect's financing summary to the selected broker when a lead is marked for delivery, ensuring brokers have simulation-ready input before client meetings and preventing missed follow-ups.

Notable Features

Deliver financing summaries to brokers
Lookup broker contact automatically
Attach prospect financial snapshot