Operations managers keep agents alerted to mortgage referrals
Operations managers keep agents alerted to mortgage referrals
Operations managers see mortgage referral rows go unread, costing agents missed buyer intros and commissions. Referral alerts land in messaging channels so agents respond quickly and avoid missed referrals.
Overview
Mortgage referrals sitting in spreadsheets mean missed buyer introductions and lost commissions — operations managers need immediate visibility. This workflow pushes referral alerts into your messaging channels and records every sent alert, eliminating missed follow-ups and ensuring agents respond quickly.
Notable Features
- Deliver referral alerts to chat
- Filter spreadsheet rows for referrals
- Log alerts in referral tracker sheet