Route new loan pre-quals into specialist channels instantly
Route new loan pre-quals into specialist channels instantly
Your pre-qualification records arrive without product context, so intake sits untriaged and follow-up is delayed. It posts each record to the right loan channel so teams can act on leads within minutes.
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Overview
When pre-qualification entries arrive without routing, loan officers waste time locating context and leads go cold. This routes each new record into the correct product channel so reps and managers see intake and act within minutes.