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

When a new lead is created in Scarlett it is tagged as "CMA", and an email notification is sent to the agent. The webhook triggers Scarlett Origination to create a new lead. When a lead and deal are created together, they are automatically displayed on the leads page under Deals tab.

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

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

Scarlett Origination agents can copy the webhook URLs generated in Scarlett Origination 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.