Create prospect records from incoming lead webhooks fast
Create prospect records from incoming lead webhooks fast
Your mortgage lead submissions sometimes arrive without full contact or location data, delaying loan officer outreach. It logs full lead context to CRM so loan officers can reach prospects same day.
Overview
Stop losing momentum on inbound mortgage leads: this flow captures every web lead and writes a complete prospect record into CRM so originators get loan context at first touch. That reduces manual triage and gets reps contacting prospects the same day.