Send pre-approval leads to lender and notify applicant
Send pre-approval leads to lender and notify applicant
Pre-approval emails arrive unstructured, making applicant contact hard to extract. The workflow extracts contact info, routes the lead to the matched lender and notifies the applicant same day.
Overview
Manual triage of premium pre-approval emails slows partner response and frustrates applicants. This flow captures applicant contact details, delivers ready-to-review leads to the matched lender, and sends applicant confirmations same day. Your mortgage coordinators can act faster and partners receive leads within minutes.