Skip to content

Send new loan applications to originator lead queue

Your POS loan submissions unrouted delay originator outreach and slow application reviews. Qualifying submissions are routed to the right originator for prioritized follow-up and same-day contact.

Send new loan applications to originator lead queue

Workflow preview:

Zap details:

Overview

When qualifying POS submissions aren't routed promptly, originators miss first-touch windows and conversions fall behind. This flow sends each qualifying submission to the assigned originator and posts a JSON lead payload to your intake endpoint, enabling same-day outreach and faster application progression.

Send new loan applications to originator lead queue