Create integrations between LoanOfficer.ai and Kajabi to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- 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
- LOS Loan IDRequired
- 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
- SiteRequired
- Form
Try It
- contact IDRequired
- 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 Type
- Borrower1: Years past 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: Years past 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
- Borrower1: EmailRequired
- SiteRequired
- AssessmentRequired
Try It- SiteRequired
- Offer
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Related categories
Related categories