Send new mortgage lead email to program coordinator
Send new mortgage lead email to program coordinator
When mortgage lead rows sit in your intake table, coordinators can't prioritize outreach. Get concise AI summaries by email so your team can contact leads same day.
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Overview
Unreviewed intake rows let mortgage prospects go cold; this flow packages each pending row into a short AI summary and emails it to your program coordinators so they can act immediately. That means faster contact and clearer handoffs for same-day outreach.