Log inbound lead and assign to sales rep
Log inbound lead and assign to sales rep
Your borrower inquiry emails sit unassigned in the shared inbox, causing qualification delays and missed lending opportunities. You get each lead logged and assigned to a rep for same-day follow-up.
Overview
Inbound borrower emails often pile up in a shared inbox and slow qualification. This workflow logs every inquiry to a single tracker and automatically assigns it to a rep, enabling same-day outreach and clear ownership.