Update loan deal records from loan status webhooks

Your loan deals lack current close dates and funding when loan events arrive by webhook, stalling outreach. It updates deal close, value, and rate so reps act on accurate pipeline context within minutes.

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Overview

When loan system events don't feed the CRM, reps act on stale data and forecasting suffers. This workflow keeps expected close dates, funding amounts, and interest rates current in the deal record so sales ops and loan officers can prioritize outreach and forecasting within minutes.