Notify sales reps of new loan leads immediately

Your loan inquiry records sit untriaged when alerts are missed, delaying contact and stalling mortgage conversations. Receive immediate sales alerts so reps can start outreach the same day.

Overview

Missed lead alerts cost conversations and stalled deals; this flow ensures every new loan lead generates an immediate email to your sales queue so reps can call while interest is fresh. The result is reliable same-day outreach and fewer untriaged inquiries.