Add incoming webhook notes to lead record sidebar

Your incoming webhook notes often don't update CRM records, leaving loan files without key context. It appends notes to the lead so your loan officers see context immediately.

Add incoming webhook notes to lead record sidebar

Overview

Uncaptured borrower notes slow closings and force manual file lookups. This flow pushes incoming note payloads into the lead record so originators, underwriters, and closers have context immediately, reducing follow-up delays within minutes.

Add incoming webhook notes to lead record sidebar