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LoanOfficer.ai Integrations

CRM (Customer Relationship Management)

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Integrate LendingPad with LoanOfficer.aiIntegrate LendingPad with LoanOfficer.ai

LendingPad

eCommerce
Integrate Webhooks by Zapier with LoanOfficer.aiIntegrate Webhooks by Zapier with LoanOfficer.ai

Webhooks by Zapier

Developer Tools, Zapier
Integrate Google Sheets with LoanOfficer.aiIntegrate Google Sheets with LoanOfficer.ai

Google Sheets

Google, Spreadsheets
Integrate Email Parser by Zapier with LoanOfficer.aiIntegrate Email Parser by Zapier with LoanOfficer.ai

Email Parser by Zapier

Email, Zapier
Integrate Stikkum with LoanOfficer.aiIntegrate Stikkum with LoanOfficer.ai

Stikkum

CRM (Customer Relationship Management)
Integrate Email by Zapier with LoanOfficer.aiIntegrate Email by Zapier with LoanOfficer.ai

Email by Zapier

Email, Zapier
Integrate Jotform with LoanOfficer.aiIntegrate Jotform with LoanOfficer.ai

Jotform

Forms & Surveys
Integrate Sierra Interactive with LoanOfficer.aiIntegrate Sierra Interactive with LoanOfficer.ai

Sierra Interactive

CRM (Customer Relationship Management)
Integrate Gmail with LoanOfficer.aiIntegrate Gmail with LoanOfficer.ai

Gmail

Email, Google
Integrate LendingPad with LoanOfficer.aiIntegrate LendingPad with LoanOfficer.ai

LendingPad

eCommerce
Integrate Webhooks by Zapier with LoanOfficer.aiIntegrate Webhooks by Zapier with LoanOfficer.ai

Webhooks by Zapier

Developer Tools, Zapier
Integrate Google Sheets with LoanOfficer.aiIntegrate Google Sheets with LoanOfficer.ai

Google Sheets

Google, Spreadsheets
Integrate Email Parser by Zapier with LoanOfficer.aiIntegrate Email Parser by Zapier with LoanOfficer.ai

Email Parser by Zapier

Email, Zapier
Integrate Stikkum with LoanOfficer.aiIntegrate Stikkum with LoanOfficer.ai

Stikkum

CRM (Customer Relationship Management)
Integrate Email by Zapier with LoanOfficer.aiIntegrate Email by Zapier with LoanOfficer.ai

Email by Zapier

Email, Zapier
Integrate LendingPad with LoanOfficer.aiIntegrate LendingPad with LoanOfficer.ai

LendingPad

eCommerce
Integrate Webhooks by Zapier with LoanOfficer.aiIntegrate Webhooks by Zapier with LoanOfficer.ai

Webhooks by Zapier

Developer Tools, Zapier
Integrate Google Sheets with LoanOfficer.aiIntegrate Google Sheets with LoanOfficer.ai

Google Sheets

Google, Spreadsheets
Integrate Email Parser by Zapier with LoanOfficer.aiIntegrate Email Parser by Zapier with LoanOfficer.ai

Email Parser by Zapier

Email, Zapier
Integrate Stikkum with LoanOfficer.aiIntegrate Stikkum with LoanOfficer.ai

Stikkum

CRM (Customer Relationship Management)
Integrate Email by Zapier with LoanOfficer.aiIntegrate Email by Zapier with LoanOfficer.ai

Email by Zapier

Email, Zapier
Integrate Jotform with LoanOfficer.aiIntegrate Jotform with LoanOfficer.ai

Jotform

Forms & Surveys
Integrate Sierra Interactive with LoanOfficer.aiIntegrate Sierra Interactive with LoanOfficer.ai

Sierra Interactive

CRM (Customer Relationship Management)
Integrate Gmail with LoanOfficer.aiIntegrate Gmail with LoanOfficer.ai

Gmail

Email, Google

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Supported triggers and actions

What does this mean?
    • Borrower 1: First NameRequired

    • Borrower 1: Last NameRequired

    • Borrower1: EmailRequired

    • Borrower 1: Nick Name

    • Borrower1: SSN

    • Borrower1: Home Phone

    • Borrower1: Marital Status

    • Borrower1: Years in School

    • Borrower1: Birthdate

    • Borrower1: Credit Score

    • Borrower1: Dependents

    • Borrower1: Dependents Age

    • Borrower1: Current Address Type

    • Borrower1: Years at this address

    • Borrower1: Monthly Rent

    • Borrower1: Current Address

    • Borrower1: Current City

    • Borrower1: Current State

    • Borrower1: Current Zip

    • Borrower1: Mailing address different?

    • Borrower1: Mailing Address

    • Borrower1: Mailing City

    • Borrower1: Mailing State

    • Borrower1: Mailing Zip

    • Borrower1: Past Address

    • Borrower1: Past City

    • Borrower1: Past State

    • Borrower1: Past Zip

    • Borrower1: Are you self-employed?

    • Borrower1: Income

    • Borrower1: Employer Name

    • Borrower1: Business Phone

    • Borrower1: Employer Address

    • Borrower1: Employer City

    • Borrower1: Employer State

    • Borrower1: Employer Zip

    • Borrower1: Position/Title/Type of Business

    • Borrower1: Years on this job

    • Borrower1: Years in line of work

    • Borrower1: I do not wish to furnish this information

    • Borrower1: Ethnicity

    • Borrower1: Ethnicity Origin

    • Borrower1: Race

    • Borrower1: Asian Race Origin

    • Borrower1: Hawaiian Race Origin

    • Borrower1: Gender

    • Borrower1: Are there any outstanding judgments against you?

    • Borrower1: Have you been declared bankrupt within the past 7 years?

    • Borrower1: Have you had property foreclosed upon or given title or deed in lieu thereof in the last 7 years?

    • Borrower1: Are you a party to a lawsuit?

    • Borrower1: Have you directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgment?

    • Borrower1: Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee?

    • Borrower1: Are you obligated to pay alimony, child support, or separate maintenance?

    • Borrower1: Is any part of the down payment borrowed?

    • Borrower1: Are you a co-maker or endorser on a note?

    • Borrower1: Are you a U.S. citizen?

    • Borrower1: Are you a permanent resident alien?

    • Borrower1: Do you intend to occupy the property as your primary residence?

    • Borrower1: Have you had an ownership interest in a property in the last three years?

    • Borrower 2: First Name

    • Borrower 2: Last Name

    • Borrower2: Email

    • Borrower 2: Nick Name

    • Borrower2: SSN

    • Borrower2: Home Phone

    • Borrower2: Marital Status

    • Borrower2: Years in School

    • Borrower2: Birthdate

    • Borrower2: Credit Score

    • Borrower2: Dependents

    • Borrower2: Dependents Age

    • Borrower2: Current Address Type

    • Borrower2: Years at this address

    • Borrower2: Monthly Rent

    • Borrower2: Current Address

    • Borrower2: Current City

    • Borrower2: Current State

    • Borrower2: Current Zip

    • Borrower2: Mailing address different?

    • Borrower2: Mailing Address

    • Borrower2: Mailing City

    • Borrower2: Mailing State

    • Borrower2: Mailing Zip

    • Borrower2: Past Address

    • Borrower2: Past City

    • Borrower2: Past State

    • Borrower2: Past Zip

    • Borrower2: Are you self-employed?

    • Borrower2: Income

    • Borrower2: Employer Name

    • Borrower2: Business Phone

    • Borrower2: Employer Address

    • Borrower2: Employer City

    • Borrower2: Employer State

    • Borrower2: Employer Zip

    • Borrower2: Position/Title/Type of Business

    • Borrower2: Years on this job

    • Borrower2: Years in line of work

    • Borrower2: I do not wish to furnish this information

    • Borrower2: Ethnicity

    • Borrower2: Ethnicity Origin

    • Borrower2: Race

    • Borrower2: Asian Race Origin

    • Borrower2: Hawaiian Race Origin

    • Borrower2: Gender

    • Borrower2: Are there any outstanding judgments against you?

    • Borrower2: Have you been declared bankrupt within the past 7 years?

    • Borrower2: Have you had property foreclosed upon or given title or deed in lieu thereof in the last 7 years?

    • Borrower2: Are you a party to a lawsuit?

    • Borrower2: Have you directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgment?

    • Borrower2: Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee?

    • Borrower2: Are you obligated to pay alimony, child support, or separate maintenance?

    • Borrower2: Is any part of the down payment borrowed?

    • Borrower2: Are you a co-maker or endorser on a note?

    • Borrower2: Are you a U.S. citizen?

    • Borrower2: Are you a permanent resident alien?

    • Borrower2: Do you intend to occupy the property as your primary residence?

    • Borrower2: Have you had an ownership interest in a property in the last three years?

    • Are you looking to

    • Occupancy

    • What do you estimate your loan amount to be?

    • About how much do you think your property is worth?

    • How much do you plan to spend?

    • Source of Down Payment?

    • Budget

    • Which state are you purchasing in

    • How long would you like the loan term to be?

    • Loan Officer

    • Lead Status

    • Lead Source

    • Lead Purpose

    • Contact Owner

    • Notes

    • Asset Type

    • Asset Name

    • Asset Value

    • Properties Address

    • Properties City

    • Properties State

    • Properties Zip

    • What are your plans for this property?

    • Select property type

    • Estimated Market Value

    • Outstanding Loan Balance

    • Principal & Interest Payment

    • Insurance, Taxes, HOA, Maint., etc(PER MONTH)

    • Loan Name

    • Mortgage Type

    • Original Loan Amount

    • Loan Start Date

    • Interest Rate

    • Interest Rate Type

    • Original Loan Term (months) (months 0 - 600)

    • Current Escrow Balance

    • Insurance

    • Taxes

    • Mort. Ins.

    • Other

    • Balance Remaining

    • As of Date

    • Are you applying for the loan by yourself or with co-borrowers?

    • Borrower1: Past Address Type

    • Borrower1: Years past address

    • Borrower2: Past Address Type

    • Borrower2: Years past address

    Action
    Write
    • LOS Loan IDRequired

    Action
    Search
    • Borrower1: EmailRequired

    • Borrower 1: First NameRequired

    • Borrower 1: Last NameRequired

    • Borrower 1: Nick Name

    • Borrower1: SSN

    • Borrower1: Home Phone

    • Borrower1: Marital Status

    • Borrower1: Years in School

    • Borrower1: Birthdate

    • Borrower1: Credit Score

    • Borrower1: Dependents

    • Borrower1: Dependents Age

    • Borrower1: Current Address Type

    • Borrower1: Years at this address

    • Borrower1: Monthly Rent

    • Borrower1: Current Address

    • Borrower1: Current City

    • Borrower1: Current State

    • Borrower1: Current Zip

    • Borrower1: Mailing address different?

    • Borrower1: Mailing Address

    • Borrower1: Mailing City

    • Borrower1: Mailing State

    • Borrower1: Mailing Zip

    • Borrower1: Past Address

    • Borrower1: Past City

    • Borrower1: Past State

    • Borrower1: Past Zip

    • Borrower1: Are you self-employed?

    • Borrower1: Income

    • Borrower1: Employer Name

    • Borrower1: Business Phone

    • Borrower1: Employer Address

    • Borrower1: Employer City

    • Borrower1: Employer State

    • Borrower1: Employer Zip

    • Borrower1: Position/Title/Type of Business

    • Borrower1: Years on this job

    • Borrower1: Years in line of work

    • Borrower1: I do not wish to furnish this information

    • Borrower1: Ethnicity

    • Borrower1: Ethnicity Origin

    • Borrower1: Race

    • Borrower1: Asian Race Origin

    • Borrower1: Hawaiian Race Origin

    • Borrower1: Gender

    • Borrower1: Are there any outstanding judgments against you?

    • Borrower1: Have you been declared bankrupt within the past 7 years?

    • Borrower1: Have you had property foreclosed upon or given title or deed in lieu thereof in the last 7 years?

    • Borrower1: Are you a party to a lawsuit?

    • Borrower1: Have you directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgment?

    • Borrower1: Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee?

    • Borrower1: Are you obligated to pay alimony, child support, or separate maintenance?

    • Borrower1: Is any part of the down payment borrowed?

    • Borrower1: Are you a co-maker or endorser on a note?

    • Borrower1: Are you a U.S. citizen?

    • Borrower1: Are you a permanent resident alien?

    • Borrower1: Do you intend to occupy the property as your primary residence?

    • Borrower1: Have you had an ownership interest in a property in the last three years?

    • Borrower 2: First Name

    • Borrower 2: Last Name

    • Borrower2: Email

    • Borrower 2: Nick Name

    • Borrower2: SSN

    • Borrower2: Home Phone

    • Borrower2: Marital Status

    • Borrower2: Years in School

    • Borrower2: Birthdate

    • Borrower2: Credit Score

    • Borrower2: Dependents

    • Borrower2: Dependents Age

    • Borrower2: Current Address Type

    • Borrower2: Years at this address

    • Borrower2: Monthly Rent

    • Borrower2: Current Address

    • Borrower2: Current City

    • Borrower2: Current State

    • Borrower2: Current Zip

    • Borrower2: Mailing address different?

    • Borrower2: Mailing Address

    • Borrower2: Mailing City

    • Borrower2: Mailing State

    • Borrower2: Mailing Zip

    • Borrower2: Past Address

    • Borrower2: Past City

    • Borrower2: Past State

    • Borrower2: Past Zip

    • Borrower2: Are you self-employed?

    • Borrower2: Income

    • Borrower2: Employer Name

    • Borrower2: Business Phone

    • Borrower2: Employer Address

    • Borrower2: Employer City

    • Borrower2: Employer State

    • Borrower2: Employer Zip

    • Borrower2: Position/Title/Type of Business

    • Borrower2: Years on this job

    • Borrower2: Years in line of work

    • Borrower2: I do not wish to furnish this information

    • Borrower2: Ethnicity

    • Borrower2: Ethnicity Origin

    • Borrower2: Race

    • Borrower2: Asian Race Origin

    • Borrower2: Hawaiian Race Origin

    • Borrower2: Gender

    • Borrower2: Are there any outstanding judgments against you?

    • Borrower2: Have you been declared bankrupt within the past 7 years?

    • Borrower2: Have you had property foreclosed upon or given title or deed in lieu thereof in the last 7 years?

    • Borrower2: Are you a party to a lawsuit?

    • Borrower2: Have you directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgment?

    • Borrower2: Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee?

    • Borrower2: Are you obligated to pay alimony, child support, or separate maintenance?

    • Borrower2: Is any part of the down payment borrowed?

    • Borrower2: Are you a co-maker or endorser on a note?

    • Borrower2: Are you a U.S. citizen?

    • Borrower2: Are you a permanent resident alien?

    • Borrower2: Do you intend to occupy the property as your primary residence?

    • Borrower2: Have you had an ownership interest in a property in the last three years?

    • Are you looking to

    • Occupancy

    • What do you estimate your loan amount to be?

    • About how much do you think your property is worth?

    • How much do you plan to spend?

    • Source of Down Payment?

    • Budget

    • Which state are you purchasing in

    • How long would you like the loan term to be?

    • Loan Officer

    • Lead Status

    • Lead Source

    • Lead Purpose

    • Contact Owner

    • Notes

    • Asset Type

    • Asset Name

    • Asset Value

    • Properties Address

    • Properties City

    • Properties State

    • Properties Zip

    • What are your plans for this property?

    • Select property type

    • Estimated Market Value

    • Outstanding Loan Balance

    • Principal & Interest Payment

    • Insurance, Taxes, HOA, Maint., etc(PER MONTH)

    • Loan Name

    • Mortgage Type

    • Original Loan Amount

    • Loan Start Date

    • Interest Rate

    • Interest Rate Type

    • Original Loan Term (months) (months 0 - 600)

    • Current Escrow Balance

    • Insurance

    • Taxes

    • Mort. Ins.

    • Other

    • Balance Remaining

    • As of Date

    • Are you applying for the loan by yourself or with co-borrowers?

    • Borrower1: Past Address Type

    • Borrower1: Years past address

    • Borrower2: Past Address Type

    • Borrower2: Years past address

    Action
    Search or write
    • contact IDRequired

    • Borrower 1: First Name

    • Borrower 1: Last Name

    • Borrower1: Email

    • Borrower 1: Nick Name

    • Borrower1: SSN

    • Borrower1: Home Phone

    • Borrower1: Marital Status

    • Borrower1: Years in School

    • Borrower1: Birthdate

    • Borrower1: Credit Score

    • Borrower1: Dependents

    • Borrower1: Dependents Age

    • Borrower1: Current Address Type

    • Borrower1: Years at this address

    • Borrower1: Monthly Rent

    • Borrower1: Current Address

    • Borrower1: Current City

    • Borrower1: Current State

    • Borrower1: Current Zip

    • Borrower1: Mailing address different?

    • Borrower1: Mailing Address

    • Borrower1: Mailing City

    • Borrower1: Mailing State

    • Borrower1: Mailing Zip

    • Borrower1: Past Address Type

    • Borrower1: Past Years at the Address

    • Borrower1: Past Address

    • Borrower1: Past City

    • Borrower1: Past State

    • Borrower1: Past Zip

    • Borrower1: Are you self-employed?

    • Borrower1: Income

    • Borrower1: Employer Name

    • Borrower1: Business Phone

    • Borrower1: Employer Address

    • Borrower1: Employer City

    • Borrower1: Employer State

    • Borrower1: Employer Zip

    • Borrower1: Position/Title/Type of Business

    • Borrower1: Years on this job

    • Borrower1: Years in line of work

    • Borrower1: I do not wish to furnish this information

    • Borrower1: Ethnicity

    • Borrower1: Ethnicity Origin

    • Borrower1: Race

    • Borrower1: Asian Race Origin

    • Borrower1: Hawaiian Race Origin

    • Borrower1: Gender

    • Borrower1: Are there any outstanding judgments against you?

    • Borrower1: Have you been declared bankrupt within the past 7 years?

    • Borrower1: Have you had property foreclosed upon or given title or deed in lieu thereof in the last 7 years?

    • Borrower1: Are you a party to a lawsuit?

    • Borrower1: Have you directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgment?

    • Borrower1: Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee?

    • Borrower1: Are you obligated to pay alimony, child support, or separate maintenance?

    • Borrower1: Is any part of the down payment borrowed?

    • Borrower1: Are you a co-maker or endorser on a note?

    • Borrower1: Are you a U.S. citizen?

    • Borrower1: Are you a permanent resident alien?

    • Borrower1: Do you intend to occupy the property as your primary residence?

    • Borrower1: Have you had an ownership interest in a property in the last three years?

    • Borrower 2: First Name

    • Borrower 2: Last Name

    • Borrower2: Email

    • Borrower 2: Nick Name

    • Borrower2: SSN

    • Borrower2: Home Phone

    • Borrower2: Marital Status

    • Borrower2: Years in School

    • Borrower2: Birthdate

    • Borrower2: Credit Score

    • Borrower2: Dependents

    • Borrower2: Dependents Age

    • Borrower2: Current Address Type

    • Borrower2: Years at this address

    • Borrower2: Monthly Rent

    • Borrower2: Current Address

    • Borrower2: Current City

    • Borrower2: Current State

    • Borrower2: Current Zip

    • Borrower2: Mailing address different?

    • Borrower2: Mailing Address

    • Borrower2: Mailing City

    • Borrower2: Mailing State

    • Borrower2: Mailing Zip

    • Borrower2: Past Address Type

    • Borrower2: Past Years at the Address

    • Borrower2: Past Address

    • Borrower2: Past City

    • Borrower2: Past State

    • Borrower2: Past Zip

    • Borrower2: Are you self-employed?

    • Borrower2: Income

    • Borrower2: Employer Name

    • Borrower2: Business Phone

    • Borrower2: Employer Address

    • Borrower2: Employer City

    • Borrower2: Employer State

    • Borrower2: Employer Zip

    • Borrower2: Position/Title/Type of Business

    • Borrower2: Years on this job

    • Borrower2: Years in line of work

    • Borrower2: I do not wish to furnish this information

    • Borrower2: Ethnicity

    • Borrower2: Ethnicity Origin

    • Borrower2: Race

    • Borrower2: Asian Race Origin

    • Borrower2: Hawaiian Race Origin

    • Borrower2: Gender

    • Borrower2: Are there any outstanding judgments against you?

    • Borrower2: Have you been declared bankrupt within the past 7 years?

    • Borrower2: Have you had property foreclosed upon or given title or deed in lieu thereof in the last 7 years?

    • Borrower2: Are you a party to a lawsuit?

    • Borrower2: Have you directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgment?

    • Borrower2: Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee?

    • Borrower2: Are you obligated to pay alimony, child support, or separate maintenance?

    • Borrower2: Is any part of the down payment borrowed?

    • Borrower2: Are you a co-maker or endorser on a note?

    • Borrower2: Are you a U.S. citizen?

    • Borrower2: Are you a permanent resident alien?

    • Borrower2: Do you intend to occupy the property as your primary residence?

    • Borrower2: Have you had an ownership interest in a property in the last three years?

    • Are you looking to

    • Occupancy

    • What do you estimate your loan amount to be?

    • About how much do you think your property is worth?

    • How much do you plan to spend?

    • Source of Down Payment?

    • Budget

    • Which state are you purchasing in

    • How long would you like the loan term to be?

    • Loan Officer

    • Lead Status

    • Lead Source

    • Lead Purpose

    • Contact Owner

    • Notes

    • Asset Type

    • Asset Name

    • Asset Value

    • Properties Address

    • Properties City

    • Properties State

    • Properties Zip

    • What are your plans for this property?

    • Select property type

    • Estimated Market Value

    • Outstanding Loan Balance

    • Principal & Interest Payment

    • Insurance, Taxes, HOA, Maint., etc(PER MONTH)

    • Loan Name

    • Mortgage Type

    • Original Loan Amount

    • Loan Start Date

    • Interest Rate

    • Interest Rate Type

    • Original Loan Term (months) (months 0 - 600)

    • Current Escrow Balance

    • Insurance

    • Taxes

    • Mort. Ins.

    • Other

    • Balance Remaining

    • As of Date

    • Are you applying for the loan by yourself or with co-borrowers?

    • Loan Status

    Action
    Write
    • Email

    Action
    Search
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About LoanOfficer.ai

Loan Officer.ai CRM will help you manage every front of your mortgage business and grow like never before - without the stress.

Related categories

  • CRM (Customer Relationship Management)

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