Launch approved for the rebuilt Loan Approval Appointment Setting snapshot.

An application arrives by webhook and runs only when its source_key matches the owner's key. The applicant is found or created by phone and their name, email, phone, company, loan type, requested amount and outreach consent are saved. An application-received email goes out. If the applicant did not consent to outreach, a task asks the team to contact them manually. If they consented, a follow-up text with the booking link goes out during business hours and waits 30 minutes. A reply gets an acknowledgement text and a follow-up task. No reply leads to a follow-up call. If that call is not answered, the workflow waits a day and calls again. An answered call continues in the call workflow and is noted; two unanswered calls create a task.

Answered follow-up calls and inbound calls each look up the contact and hear a greeting. The caller chooses to schedule, to decline, or to speak with a team member. Scheduling books the Loan Consultation; success confirms the time and a confirmation arrives by email and text; an error creates a callback task and the caller hears that a team member will call back. Declining ends politely. The team handoff connects to the owner's licensed team line; if nobody answers or it is after hours, a callback task is created.

Install the snapshot, set the Company Name and booking link variables, replace the webhook source key and connect your application form, connect an email sender and SMS number, assign a phone number for inbound calls and a caller ID for follow-up calls, set the loan officer's availability and activate the booking page, add the licensed team handoff line, run the acceptance tests, then activate.