Skip to content
Update submission statuses in CRM for lender responses

Update submission statuses in CRM for lender responses

Submission status webhooks aren’t applied to records, leaving sales ops without lender decisions for follow-up. Apply lender status and notes so reps have updated context same day.

Update submission statuses in CRM for lender responses

Workflow preview:

Zap details:

Update submission statuses in CRM for lender responses