Mortgage advisors capture applicants and create CRM deals
Mortgage advisors capture applicants and create CRM deals
Mortgage advisors miss applicants when application starts stay in the loan system. It adds or updates contacts and creates CRM deals so advisors begin outreach.
Overview
Missed applicant handoffs stall mortgage pipelines and put commissions at risk. This workflow turns every application into a contact and active deal in your CRM so advisors begin outreach quickly and response times drop dramatically.
Notable Features
- Create or update CRM contacts
- Generate deals from application starts
- Notify advisors for immediate outreach