Update lead records from spreadsheet changes to CRM

Your site lead sheet rows fall out of sync with your lead database, leaving underwriting without borrower context. It keeps borrower profiles current so underwriting can act same day.

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Overview

When sheet edits don't reach your lead database, underwriters and acquisition teams lose critical borrower context and spend time reconciling records. This flow pushes spreadsheet changes into your lead system so teams have current profiles and can move cases same day.