Keep mortgage broker referrals flowing to finance liaisons

Mortgage brokers miss referrals when broker forms go unaddressed, delaying client introductions. Notify finance specialists on submission so concierge connects clients and confirms appointments without manual follow-up.

Overview

Mortgage brokers risk lost referrals when referral forms sit unhandled, delaying introductions and funding conversations. This workflow ensures referral details land with the right finance specialist and creates a concierge follow-up task, eliminating manual handoffs so referrals progress and client introductions happen reliably.

Notable Features

Send notifications to assigned finance specialists
Attach referral details and appointments
Create concierge task for appointment confirmation