Send ready-to-process lead email to ops and owner
Send ready-to-process lead email to ops and owner
When a lead is marked ready, your ops team may miss owner context and links needed for funding intake. You get a single processing email so review starts same day.
Workflow preview:
Zap details:
Overview
Submission-ready leads stall without clear owner context and links; this flow emails your processing inbox and CCs the deal owner with the lead link and contact details. That lets underwriting and ops start review the same day and cuts manual handoffs.