Notify mortgage advisors when new intake is scheduled

Mortgage advisors miss intake details in scheduler emails, causing unprepared calls and lost prospects. Email alerts deliver invitee details so advisors prepare before appointments.

Overview

Missed intake notifications leave mortgage advisors unprepared and put prospects at risk. This workflow routes every scheduled invitee into advisors' inboxes and your CRM so lead details arrive before appointments, reducing missed follow-ups and improving first-touch readiness.

Notable Features

Notify mortgage advisors by email
Include invitee contact and notes
Create or update CRM lead