Send inbound call summaries and recordings to owner inbox

Your inbound loan calls and recordings arrive untracked, leaving prospects without context for timely outreach. Send summarized notes and recording links to advisors for response within minutes.

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Overview

Phone leads lose value when call context isn't preserved; this flow captures analyzed call notes and the recording and delivers them straight to the owner inbox. That means advisors see call context and respond within minutes, keeping outreach timely and conversion-ready.