Send mortgage inquiry to next rep in rotation

Your mortgage form submissions get routed unevenly across brokers, causing slow follow-ups and lost context for prospects. Get inquiries assigned to the next rep so they respond same day.

Workflow preview:

Zap details:

Overview

Uneven lead routing slows responses and creates workload imbalance; this flow routes each mortgage form to the next rep in line and logs the handoff. Intake coordinators and loan officers get balanced assignments and reps receive notifications within minutes for same-day follow-up.