Is it possible to create leads in our CRM using the apps received in Blend?

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Andrew Young

• April 05, 2023 15:40

We get apps and partial apps in Blend and I want those to create a lead in our CRM for the loan officer. Is it possible to automate that or is there a report we can pull that can be used to upload the data manually to the CRM? We would need a minimum of borrower name and email address. 

Thanks

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• Official comment

  

  Derek Tholt

  • April 07, 2023 13:51

  Andrew Young - per our Solutions Engineering team, you would start with Insellerate and then contact your Blend CSM to confirm there is no additional work on our end. 

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  Derek Tholt

  • April 05, 2023 22:01

  Andrew Young What CRM are you using? 

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  Andrew Young

  • April 06, 2023 12:36

  @... Our CRM is Insellerate. 

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  Andrew Young

  • April 07, 2023 14:46

  Thank you @.... 

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