Send qualified referral leads to partner intake endpoint
Send qualified referral leads to partner intake endpoint
Your referrals sit unrouted when partner criteria are missed, causing intake delays and stalled triage. Send complete referral packets to partners automatically so they can begin processing same day.
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Overview
Unrouted referrals create manual work and delayed partner intake. This flow forwards complete, qualifying referral packets to partner intake within minutes, cutting handoffs and letting partner teams begin processing same day.