Canadian Mortgage Application

This integration aims to automate the creation of leads and deals in Scarlett Mortgage through webhooks triggered by agents using the Canadian Mortgage Application (CMA).

Scarlett Mortgage agents can copy the webhook URLs generated in Scarlett Mortgage via the Scarlett settings page and paste them into the CMA Application for both leads webhook and deals webhook to enable lead or deal creation in Scarlett.

1) Under Settings, click on "Canadian Mortgage App (CMA)"

2) Click "Create Webhook URL"

3) Name your Webhook, select the permissions for Deals, Leads, or both, and select the agent profile(s) you wish to include. Then click "OK".

4) The newly created webhooks will be listed on your page. Click "Copy to Clipboard" to copy the URL and paste it into your CMA profile.

When CMA triggers a webhook with deal information, Scarlett Mortgage receives the webhook and creates a new deal in Scarlett and it is tagged as “CMA”.

This allows you to identify the deals, and also create filters and automations for them.

Deal creation and updates are captured in the History page in Scarlett Mortgage.

When a new lead is created in Scarlett it is tagged as “CMA”, and an email notification is sent to the agent.

When a lead and deal are created together, they are automatically displayed on the leads page under the Deals tab.