Keep mortgage referrals flowing to advisors for client relationship managers
Keep mortgage referrals flowing to advisors for client relationship managers
Client relationship managers in real estate lose mortgage referrals when insurance EOI submissions go untriaged, risking missed conversions. Filtered EOIs are sent to the mortgages lead table so advisors follow up quickly.
Overview
Missed mortgage referrals from insurance-submitted EOIs cost deals and slow closings. This workflow routes filtered referrals straight into the mortgages lead table and alerts advisors, ensuring accurate handoffs and faster follow-up so opportunities aren't lost.
Notable Features
- Filter EOIs by insurance broker
- Create mortgage lead records
- Notify mortgage advisors on match