Send new referral alerts to agent team channel
Send new referral alerts to agent team channel
When referral rows in your sheet go untriaged, agents miss priority mortgage leads and outreach stalls. You get immediate team alerts so follow-up happens within minutes.
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Overview
When a referral row appears, your agents get an instant team alert so hot mortgage leads aren't missed. That moves follow-up from hours to minutes and gives managers a same-day audit trail of outreach.