Keep marketing ops alerted to broker loan leads

Digital marketing specialists see broker loan submissions go untracked, causing missed follow-ups and stalled pipeline. This creates CRM contact and deal records so loan officers and account managers can triage and pursue opportunities immediately.

Overview

Unrecorded broker applications let prospects slip and stall your pipeline, frustrating loan officers and lowering conversion opportunities. This workflow converts every submission into a CRM contact and deal, routes ownership, and alerts loan officers for immediate triage. That means fewer missed follow-ups, cleaner lead records, and clearer attribution for marketing efforts.

Notable Features

Create CRM contact and deal
Assign submissions to loan owners
Notify loan officers and managers