Create new contact records from loan status webhooks
Create new contact records from loan status webhooks
Your loan status updates arrive untracked, making borrower outreach inconsistent. It updates contact records and timestamps for same-day outreach and follow-up.
Overview
Stale or untracked loan status updates slow outreach and cost conversions. This flow captures incoming status webhooks, updates contact records, and tags milestones so loan officers and sales ops can act within minutes for same-day follow-up.