Real estate practice lead: notify partners of lender match

Practice leads fail to notify referral partners when a buyer's lender match is set, causing missed outreach and risking commission. Partners gain clear status so they follow up quickly.

Overview

Practice leads risk lost referrals and commission when partners aren't told about lender matches. This workflow delivers partner-facing updates and a central referral status so partners follow up quickly and referral progress stays visible. Finance and sales gain consistent audit trails and more reliable partner handoffs.

Notable Features

Send partner updates on lender match
Add referral status to CRM
Create audit trail for compliance