Send lender referral emails from incoming financing leads
Send lender referral emails from incoming financing leads
Financing leads arrive via webhook with inconsistent lender routing, so bankers miss introductions and outreach is delayed. Get formatted referral emails to lenders same day.
Overview
When financing leads arrive without reliable lender routing, bankers miss introductions and opportunities cool. This flow auto-sends templated referral emails and routes them to the right lender contacts so referrals happen same day and owners can act immediately.