Send loan interest reply to new lead and update status
Send loan interest reply to new lead and update status
New loan-interest leads arrive without prioritization, so follow-up slows. They get an email acknowledgment and CRM status update to prompt same-day outreach.
Workflow preview:
Zap details:
Overview
When loan-interest leads land in your CRM, slow outreach lets prospects cool and applications stall. This workflow sends a templated acknowledgement and updates lead status so lending staff and coordinators can act the same day and keep qualification moving.