Loan officers: never miss pop-up loan prospects again
Loan officers: never miss pop-up loan prospects again
Loan officers lose pop-up enquiries buried on sites, letting competitors claim prospects and risking lost originations. Capture pop-ups as CRM leads and notify loan officers for faster follow-up.
Overview
Loan teams lose originations when web enquiries go unlogged. This workflow captures every pop-up submission as a qualified CRM lead and routes prospect details to loan officers, eliminating missed follow-ups and keeping your pipeline moving.
Notable Features
- Capture pop-up leads as CRM records
- Route prospects to assigned loan officer
- Notify loan officers with prospect details