Loan operations: keep borrower records current and accurate

Loan operations lose borrower and property updates when webhook edits are missed. This workflow updates rows in your master sheet from loan webhooks so operations process loans with current records.

Overview

Overlooked webhook edits create processing gaps and risk missed loan submissions for operations. This workflow keeps your master sheet current by updating or creating loan rows from incoming webhooks, so operations process loans with current records and report fewer manual entry errors.

Notable Features

Update master sheet on change
Create new loan rows when missing
Flag incomplete borrower records for review