Send immediate alerts for existing customer calculator submissions

When your financing calculator records an existing customer submission, advisors often lack context to act quickly. Get structured alerts so advisors can prioritize and follow up same day.

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Overview

When existing customers use the financing calculator, advisors need immediate, structured context to act — without it, outreach is delayed. This flow delivers concise channel posts and advisor DMs so your advisory team can prioritize and complete follow-up the same day.