Skip to content
Log inSign up
Templates
Create commission line items in CRM from webhooks

Create commission line items in CRM from webhooks

Your commission webhooks arrive unlogged, leaving payouts fragmented and reconciliation manual. Each payment is attached to the correct loan deal for accurate records and same-day payouts.

Create commission line items in CRM from webhooks

Overview

Unrecorded commission webhooks create payout confusion and slow month-end close. This flow captures each webhook, creates a line item tied to the correct loan deal, and makes payments visible to billing and producers within minutes.

Create commission line items in CRM from webhooks