Set up your Loan Approval Appointment Setting snapshot.

Tell the agent who you are.

Send applications to the snapshot.

• 1
  Copy the webhook URL

  Open the Loan Applications workflow, then the webhook trigger. Keep the URL private.

• 2
  Replace the source key

  In the trigger's filter, change CHANGE-THIS-SOURCE-KEY to a private value. Applications without it are ignored.

• 3
  Send these fields as JSON

  source_key, first_name, last_name, email, phone, company, loan_type, loan_amount, contact_consent (yes or no).

• 4
  Capture consent honestly

  Only send contact_consent yes when the applicant agreed to texts and calls.

Connect your senders.

• 1
  Email sender

  Select it on the Application Received Email step.

• 2
  SMS number

  Select it on the follow-up text and the reply acknowledgement.

Answer and place calls.

• 1
  Inbound number

  Assign it to the Receive Inbound Phone Call trigger.

• 2
  Caller ID

  Choose the from-number on both follow-up call steps.

Open your consultation calendar.

• 1
  Assign your loan officer

  Replace the placeholder staff member on the Loan Consultation bookable.

• 2
  Set availability

  Hours, time zone and any calendar to check for conflicts.

• 3
  Activate the booking page

  Switch it from Draft to Active.

Connect callers to a person.

Add a licensed team member's line to the call forwarding rule and turn it on. If nobody answers or it is after hours, the snapshot creates a callback task automatically.

Prove it with a test applicant.

Text version of this diagram

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.