Notify relationship managers the moment new brokers arrive
Notify relationship managers the moment new brokers arrive
Operations coordinators miss new broker records from external systems, causing onboarding delays and missed outreach. Direct messages send broker details to the assigned RM so outreach starts promptly.
Overview
Operations coordinators risk onboarding delays and missed outreach when new broker records slip past manual checks. Route every new broker record as a direct message to the assigned relationship manager so outreach starts quickly — customers report faster handoffs and zero missed follow-ups.
Notable Features
- Send direct message to assigned RM
- Include full broker contact details
- Check for existing broker record first