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Update CRM deal with incoming transaction notes and flags

Update CRM deal with incoming transaction notes and flags

Transaction webhooks arrive unstructured, leaving deals missing property, borrower, or fee details. This maps and updates deal fields so operations can process funding decisions same day.

Update CRM deal with incoming transaction notes and flags

Overview

Incoming transaction webhooks often land with inconsistent property and borrower fields, which stalls funding ops and creates manual rework. This flow standardizes and writes those values into the CRM deal so your operations and trust teams can clear funding checks same day and avoid downstream delays.

Update CRM deal with incoming transaction notes and flags