Google Contacts + Jupiter
Google Contacts + Jupiter
Find or create Google Contacts for new Jupiter loan borrowers
Keeping borrower contact details organized can take extra time whenever a new loan is started. When a loan is created in Jupiter, this Zap automatically searches Google Contacts for the main borrower and creates a new contact if one isn’t found, including the available contact information and a link to the loan. This keeps borrower details accessible and reduces manual data entry.
- When this happens...New Loan CreatedTriggers when a new loan is created by the loan officer, a loan is imported, or when a borrower signs up to start a new application.
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More things you can do with Jupiter and Google Contacts
Discover other triggers and actions you can use with Jupiter and Google Contacts
- Borrower Info Updated
Triggers when borrower profile info is updated (name, email, phone, current living address, or citizenship).
Try ItTriggerInstant - Loan Info Updated
Triggers when key loan fields are updated (purpose, base loan amount, purchase price, credit score, DTI inputs, or monthly income).
Try ItTriggerInstant - Loan Submitted by Borrower
Triggers when a borrower completes and submits their loan application to the broker.
Try ItTriggerInstant - Loan IDRequired
ActionSearch
- New Loan Created
Triggers when a new loan is created by the loan officer, a loan is imported, or when a borrower signs up to start a new application.
Try ItTriggerInstant - Loan Status Changed
Triggers when a loan moves to a new status (e.g., Processing, Underwriting, Approved, Funded).
Try ItTriggerInstant - External ID
- Loan Officer EmailRequired
- Loan PurposeRequired
- Main Borrower First NameRequired
- Main Borrower Last NameRequired
- Main Borrower EmailRequired
- Main Borrower Cell Phone
- Main Borrower External ID
ActionWrite
