Add new loan inquiry rows for lending team
Add new loan inquiry rows for lending team
When loan inquiries arrive by webhook, manual copying into tracking sheets stalls outreach and loses underwriting context. You get structured leads for same-day outreach.
Overview
If inbound loan forms sit in a webhook, your reps can't act quickly and referral momentum drops. This flow converts each submission into structured rows and an internal email so lending staff can start outreach and prequalification the same day.