Yes. Each loan officer in Charlie is assigned a unique Apply Now link. This link is tied directly to the individual loan officer, allowing clients to start an application that is automatically associated with the correct person.
Why this matters:
- Ensures accurate lead assignment
- Creates a personalized application experience
- Eliminates the need for manual reassignment
Where to find these links:
Your Client Success Manager can provide you with a list of the individual links.
How they’re used:
- Embed the links on the company websites to create short links
- Add the short link to email signatures or marketing materials.
Once a client uses the link, their application is automatically routed to that loan officer.
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