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.
- When this happens...New Loan CreatedTriggers when a new loan is created.
- automatically do this!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
Try ItTriggerPolling- Email Address
- Last Name
- First Name
- IP Address
ActionWrite- Agent Assigned
Triggers when an agent is assigned.
Try ItTriggerInstant - Agent Auto Reassign Completed
Triggers when auto reassign on a lead has completed for any reason.
Try ItTriggerInstant
- Status
Try ItTriggerPolling- 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 EmailRequired
- 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
ActionWrite- Agent Auto Reassigned
Triggers when an agent is assigned via auto reassign.
Try ItTriggerInstant - Label Applied
Triggers when a label is applied.
Try ItTriggerInstant
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