Real estate operations: Capture portal leads into loan CRM

Operations specialists miss property portal leads, delaying loan officer outreach and risking showings and commission. Route each lead into the loan officer CRM so they prioritize and respond quickly.

Overview

Property portal leads slipping through ops work directly damages showings and commissions. Delivering structured lead and loan data into the loan officer CRM with alerts transforms intake into prioritized follow-up, so response times drop dramatically and missed follow-ups become rare.

Notable Features

Route portal leads to CRM
Create structured contact and loan records
Notify loan officers of priority leads