Notify intake team of new referral to contact client
Notify intake team of new referral to contact client
Your broker referral leads arrive without routing, causing outreach delays and unclear handoffs. It notifies intake staff and logs each referral so outreach begins same day.
Overview
When broker referrals move into your intake stage, fast outreach wins funding windows and partner trust. This flow pushes email and SMS alerts and logs each referral so your intake team can start outreach and capture progress the same day.