Project managers keep loan prospect tracker up to date
Project managers keep loan prospect tracker up to date
Project managers miss incomplete POS loan data, leaving loan originators without full prospect context and risking stalled follow-ups. So originators begin follow-up faster.
Overview
Fragmented POS loan submissions stall pipelines and create compliance risk for loan originators. This workflow creates or updates prospect records in your lead tracker so originators have full profiles—eliminating missed follow-ups and enabling faster handoffs.
Notable Features
- Create or update prospect records
- Format and validate phone numbers
- Notify loan originators of submissions