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CINC logoCINC logo
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CINC + Loanzify

CINC + Loanzify

CINC + Loanzify integrations

Create new CINC leads from newly created loans in Loanzify

Manage your new loans more efficiently with this automated workflow. When a new loan is created in Loanzify, it will instantly generate a lead in CINC. This not only streamlines your loan management process but also ensures no new loans fall through the cracks. Transform the way you handle loans and leads today with this seamless integration.

  1. When this happens...
    New Loan Created
    New Loan Created
    New Loan CreatedTriggers when a new loan is created.
  2. automatically do this!
    Create Lead
    Create Lead
    Create LeadCreates a new lead.
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More things you can do with Loanzify and CINC

Discover other triggers and actions you can use with Loanzify and CINC

    • Form Id
    Trigger
    Polling
    Try It
    • Email Address
    • Last Name
    • First Name
    • IP Address
    Action
    Write
  • CINC triggers, actions, and search
    Agent Assigned

    Triggers when an agent is assigned.

    Trigger
    Instant
    Try It
  • CINC triggers, actions, and search
    Agent Auto Reassign Completed

    Triggers when auto reassign on a lead has completed for any reason.

    Trigger
    Instant
    Try It
    • Loan Officer ID
    • Loan Type
    • Loan Amount
    • Property Type
    • Property Use
    • Property Down Payment Amount
    • Property Down Payment Gift Amount
    • Property Address
    • Property City
    • Property State
    • Property Zipcode
    • Borrower Email
      Required
    • Borrower First Name
    • Borrower Middle Name
    • Borrower Last Name
    • Borrower Suffix
    • Borrower Phone Home
    • Borrower Phone Cell
    • Borrower Birth Date
    • Borrower Education
    • Borrower Marital Status
    • Borrower Dependents Count
    • Borrower Intend To Occupy
    • Borrower Citizenship Status
    • Borrower Gender
    • Borrower Primary Address - Street
    • Borrower Primary Address - City
    • Borrower Primary Address - State
    • Borrower Primary Address - Years
    • Borrower Primary Address - Ownership
    • Borrower Mailing Address - Street
    • Borrower Mailing Address - City
    • Borrower Mailing Address - State
    • Borrower Mailing Address - Zipcode
    • Borrower Mailing Address - Years
    • Borrower Mailing Address - Ownership
    • Borrower Former Address - Street
    • Borrower Former Address - City
    • Borrower Former Address - State
    • Borrower Former Address - Zipcode
    • Borrower Former Address - Years
    • Borrower Former Address - Ownership
    • Co-Borrower Email
    • Co-Borrower First Name
    • Co-Borrower Middle Name
    • Co-Borrower Last Name
    • Co-Borrower Suffix
    • Co-Borrower Phone Home
    • Co-Borrower Phone Cell
    • Co-Borrower Birth Date
    • Co-Borrower Education
    • Co-Borrower Marital Status
    • Co-Borrower Dependents Count
    • Co-Borrower Intend To Occupy
    • Co-Borrower Citizenship Status
    • Co-Borrower Gender
    • Co-Borrower Primary Address - Street
    • Co-Borrower Primary Address - City
    • Co-Borrower Primary Address - State
    • Co-Borrower Primary Address - Years
    • Co-Borrower Primary Address - Ownership
    • Co-Borrower Mailing Address - Street
    • Co-Borrower Mailing Address - City
    • Co-Borrower Mailing Address - State
    • Co-Borrower Mailing Address - Zipcode
    • Co-Borrower Mailing Address - Years
    • Co-Borrower Mailing Address - Ownership
    • Co-Borrower Former Address - Street
    • Co-Borrower Former Address - City
    • Co-Borrower Former Address - State
    • Co-Borrower Former Address - Zipcode
    • Co-Borrower Former Address - Years
    • Co-Borrower Former Address - Ownership
    Action
    Write
  • CINC triggers, actions, and search
    Agent Auto Reassigned

    Triggers when an agent is assigned via auto reassign.

    Trigger
    Instant
    Try It
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About CINC
CINC is a CRM for top-producing real estate brokers and agents, providing an integrated buyer lead generation and management solution.
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loanzify logo
About Loanzify
Loanzify Digital POS platform is a fully customizable loan and client management tool.
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