Send new lead alerts to your branch inbox

Your new lead records sit untriaged in the CRM, delaying loan officer outreach and slowing pipeline. Notify the right branch staff immediately so leads get prioritized and contacted same day.

Overview

Leads created in your CRM can sit unresponded while branch staff juggle priorities, costing same-day contact opportunities. This flow pushes concise lead summaries to the assigned branch inbox and loan officer within minutes, enabling faster first contact and same-day outreach.