Marketing ops capture borrower, referrer, and owner leads

Marketing director sees borrower forms without linked referrers or owners, causing missed follow-ups and lost loan momentum. Create linked CRM records so loan officers follow up promptly.

Overview

Unlinked borrower leads create follow-up gaps that stall loan handoffs and muddle marketing attribution. This workflow captures each form submission and builds linked borrower, referrer, and owner records so loan officers and marketing ops get complete prospect data and zero missed follow-ups. Customers report faster handoffs and cleaner CRM records.

Notable Features

Create linked borrower, referrer, owner records
Notify loan officers on new leads
Prevent duplicate contact creation