Real estate founders: notify loan agents on new apps

Founders miss new prospect applications, causing delayed outreach and stalled deals. Alerts notify assigned loan agents and your small staff so outreach starts and pipeline moves.

Overview

New prospect applications often sit unnoticed, delaying outreach and jeopardizing deals for small real estate lenders. This workflow routes every started application to the assigned loan agent and your internal staff, eliminating missed early touches and keeping the pipeline active. Managers report faster response times and zero missed follow-ups.

Notable Features

Notify assigned loan agents immediately
Include application summary and link
Create task for follow-up