Lead & Application Intake

Every new mortgage enquiry is captured, pre-qualified, and handed to the right broker without a single manual touchpoint.

148 hrs

Time saved/month

Companies have mapped

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About This Automation

Lead intake at mortgage brokerages requires manual extraction of borrower information from emails and forms, followed by duplicate checking and CRM entry. This repetitive work consumes significant staff time and introduces data entry errors that delay qualification.

Automation extracts lead details from incoming messages, checks for duplicates in the CRM, and creates qualified contact records automatically. Loan officers receive clean, validated leads within minutes instead of hours.

Key features

Extract borrower details automatically from emails, web forms, and submissions

Detect duplicate leads by phone and email before CRM entry

Create and update contact and opportunity records in the CRM without manual typing

Validate data for completeness and flag missing critical fields

Route qualified leads to available loan officers with full context

Reduce lead-to-review time from hours to minutes

How The Automation Works

The full workflow, from trigger to completion.

1. Lead Submittedtrigger

A new lead arrives via email, web form, or phone intake form. The automation is triggered immediately.

2. Extract Lead Data

The automation reads the email or form and extracts borrower name, phone, email, loan amount, property type, and timeline into structured fields.

3. Check for Duplicates

The automation queries by phone number and email to detect existing leads. If a match is found, the lead is flagged for manual review.

4. Create Lead

A new contact and opportunity record is created with the extracted data. The lead is assigned to the next available loan officer based on workload.

5. Validate and Enrich Data

The automation checks for missing required fields and flags incomplete records. It also standardizes phone and email formats.

6. Notify Loan Officer

A message is sent to the assigned loan officer with a summary of the lead and a direct link.

7. Log to Audit Trail

The automation records the lead intake timestamp, data source, and any validation flags in a central log for compliance and reporting.

4 reasons to map this process

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You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

There's no obligation to build

45 hrssaved/month

30times mapped

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Frequently asked questions

Everything you need to know before mapping this process.

My process is slightly different from this. Can I customize it?

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

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Estimated Time Saving

148hrs/month

Process pain:8.2/10

Mapped by:16 Companies

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