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Create prospect records from intake webhook and assign owner

Create prospect records from intake webhook and assign owner

Your mortgage prospect webhook submissions lack owner context, causing intake handoffs to stall and slowing loan setup. It creates prospect records and assigns owners so intake proceeds same day.

Create prospect records from intake webhook and assign owner

Overview

Stop manual prospect entry from delaying loan setup; incoming submissions become prospect records and are assigned to the right loan officer automatically. That reduces intake bottlenecks so production can act on new leads same day.

Create prospect records from intake webhook and assign owner