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Create loan records and assign to branch queues

Create loan records and assign to branch queues

Unstructured prospect webhooks for mortgage leads stop loan officers from opening files quickly. The workflow creates loan records and routes them to the right branch so files are ready same day.

Create loan records and assign to branch queues

Workflow preview:

Zap details:

Overview

When prospect intake is manual, loan officers lose momentum and prospects cool off. This flow converts incoming prospect hooks into populated loan files and routes them to the correct branch, so your team can start origination and outreach same day.

Create loan records and assign to branch queues