Mortgage brokers capture messaging leads for quick follow up

Mortgage brokers miss qualified loan inquiries buried in chat, losing potential borrowers and deals. It logs contacts and messages to a central lead table so brokers act on hot prospects.

Overview

Mortgage brokers lose borrowers when inbound messages go unanswered and opportunities slip through chat. This workflow captures every message into a central lead table and alerts the broker, eliminating missed follow-ups and delivering cleaner pipeline visibility with response times dropping dramatically.

Notable Features

Capture message and contact details
Log chats to central lead table
Notify broker of hot messages