Daily AI Mortgage + Outgrow
Create or update Daily AI Mortgage contacts from new Outgrow leads
Effortlessly manage your new leads from Outgrow by adding or updating their contact information in the Daily AI Mortgage app with this seamless workflow. When a new lead is captured in Outgrow, their details will be sent to the Daily AI Mortgage app, creating or updating their contact information accordingly. Stay organized and save time by letting this automation keep your contact data up-to-date.
Effortlessly manage your new leads from Outgrow by adding or updating their contact information in the Daily AI Mortgage app with this seamless workflow. When a new lead is captured in Outgrow, their details will be sent to the Daily AI Mortgage app, creating or updating their contact information accordingly. Stay organized and save time by letting this automation keep your contact data up-to-date.
- When this happens...New Lead
Triggers when a new lead is created. Works on all Outgrow plans.
- automatically do this!Create / Update a Contact
Create or update an existing contact in the CRM.
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Calculator / QuizRequired
Try ItNew 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
Calculator / QuizRequired
SegmentRequired
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
