Send new HELOC lead alerts to sales and ops

Your HELOC form submissions arrive without context, causing outreach delays and missed calls. Alerts send lead details to loan officers and marketing ops for same-day follow-up.

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Overview

When HELOC leads arrive, loan officers need context immediately to convert interest into applications. This flow broadcasts lead details by email and SMS so reps get actionable context and can respond within minutes, preserving campaign performance and same-day outreach.