Daily AI Mortgage + Instapage
Create or update Daily AI Mortgage contacts from new Instapage form submissions
Easily streamline your lead management process with this efficient Instapage to Daily AI Mortgage workflow. Whenever a new form submission is received on Instapage, it will create or update a contact in Daily AI Mortgage, keeping your contact database up-to-date and organized. Save time, reduce manual work, and improve lead tracking with this simple yet powerful automation.
Easily streamline your lead management process with this efficient Instapage to Daily AI Mortgage workflow. Whenever a new form submission is received on Instapage, it will create or update a contact in Daily AI Mortgage, keeping your contact database up-to-date and organized. Save time, reduce manual work, and improve lead tracking with this simple yet powerful automation.
- When this happens...Form Submission
Triggers when a new form is submitted.
- automatically do this!Create / Update a Contact
Create or update an existing contact in the CRM.
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PageRequired
Help Text
Try ItFirst NameRequired
Last Name
Email
Phone Number
Source
Tags
Groups
Date Of Birth
Gender
Address Line 1
Address Line2
City
State
Zip Code
Notes
New Contact
Triggers when a new contact is created for some specific user.
Try ItLoan#Required
Milestone/Status
Loan Purpose
Borrower - First NameRequired
Borrower - Last Name
Borrower - Email
Borrower - Phone
Borrower - Contact Source
Property Address Line 1
Property Address Line 2
Property City
Property State
Property Zip
Lock Date
Closing Date
Funded Date
Lender
Loan Type
Loan Program
Term
Rate (%)
Loan Amount
Purchase Price
Down Payment
Loan To Value Percentege
Appraised Value
Income
Credit Score (Borrower)
Credit Score (Secondary or Co Borrower)
LOA
