Update mortgage deal stages from incoming status webhooks
Update mortgage deal stages from incoming status webhooks
Your mortgage deals fall out of sync when external status updates aren't applied, leaving originators without stage context. You get accurate stages so originators can act within minutes.
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Overview
When external underwriting or intake systems change application status, your CRM must reflect that quickly so originators keep deals moving. This workflow writes the external status into deal stages automatically, giving originators current pipeline context within minutes and cutting manual updates before the next business day.