Create CRM lead and route to rotation queue

Your loan marketplace submissions arrive unstructured, leaving reps without contact context or clear routing. It creates CRM leads and updates routing sheets so officers can qualify and assign same day.

Overview

Unstructured marketplace leads waste rep time and slow first contact. This flow converts each webhook into a formatted CRM lead, logs it in your routing sheet, and advances rotation counters so reps can qualify and assign within minutes. Implementing it removes routing guesswork and gets owners working the right leads the same day.