Mortgage protection agents respond to web leads before interest wanes

Mortgage protection agents miss leads when campaign forms go unread, risking lost policies. Instant SMS alerts route each lead to the assigned agent so prospects are contacted quickly.

Overview

Mortgage protection brokers lose policies when leads go cold between submission and outreach. This workflow routes each campaign lead to the assigned agent via SMS and CRM entry, eliminating missed outreach and helping response times drop dramatically.

Notable Features

Send SMS alerts to agent
Include full lead details
Create CRM lead when submitted