Create CRM lead from new loan intake webhook
Create CRM lead from new loan intake webhook
Your loan intake payloads often require manual copying, leaving borrower and property details untracked and outreach delayed. Create complete CRM leads so loan officers can contact prospects same day.
Overview
Unrecorded loan intake creates manual work and slow follow-up, which costs conversion and velocity. This flow captures incoming loan payloads, builds full CRM leads with borrower and property context, and puts them in front of loan officers for same-day outreach.