Marketing presidents keep borrower applicants in rewards workflow

Marketing president misses applicants when forms don't match contacts, risking reward eligibility. This flow creates or finds borrower contacts and enrolls them in rewards so you start nurturing.

Overview

Missed borrower matches create reward-eligibility gaps that weaken nurture programs for small marketing firms. This flow turns form submissions into matched CRM contacts and enrolls them in rewards, reducing manual merges and making response times drop dramatically.

Notable Features

Create or match borrower contacts
Enroll new applicants into rewards
Notify you of duplicate contacts