Add completed mortgage calls to lead records instantly

Your inbound mortgage call recordings and caller details sit outside your CRM, causing slow follow-up and lost pipeline context. They are added to lead records so reps can follow up the same day.

Overview

Inbound calls are often the highest-intent leads, but when recordings and numbers live outside your CRM, outreach stalls. This flow captures each completed call, attaches the recording, and creates or updates the lead so loan officers can follow up with full context the same day.