Your brand. Your systems. Our engine.
CRM & Webhook Integration
Loan Flow Pro never sends email or SMS itself — it fires webhooks so your CRM keeps the client relationship.
The problem
SaaS tools that hijack client communication erode trust and break compliance workflows.
The solution
Event catalog with toggles per organization: login, upload, task complete, review needed, package viewed, and more.
Outcomes
- Clients hear from your domain and your voice
- Automations you already built keep working
- Clean separation between portal and outreach
See it on your desk
Start a trial or walk through the workflow with our team.