Send internal review email for new lender form submissions

Your lender web form submissions lack a clear internal review path, delaying broker follow-up. This sends submission details to broker relations and marketing ops so reviews occur same day.

Send internal review email for new lender form submissions

Overview

Unreviewed lender form submissions slow down broker onboarding and obscure program uptake; routing each submission to broker relations and marketing ops fixes that. The team gets submission context and an audit row so reviews and approvals happen same day.

Send internal review email for new lender form submissions