Google Sheets + mloflo
Create Google Sheets rows for new mloflo loans
Whenever a new loan file reaches a specific milestone in mloflo, the details will be added to a Google Sheets row automatically.
Whenever a new loan file reaches a specific milestone in mloflo, the details will be added to a Google Sheets row automatically.
- When this happens...New Loan
Triggers when a new loan is added in mloflo.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Add Borrower Contacts
Triggers when a new borrower contact is added.
Try ItBorrower First Name
Borrower Last Name
Borrower Email
Borrower Home Phone
Borrower Work Phone
Borrower Cell Phone
Borrower DOB
Co-Borrower First Name
Co-Borrower Last Name
Co-Borrower Email
Co-Borrower Home Phone
Co-Borrower Cell Phone
Co-Borrower DOB
Scheduled Closed Date
Loan Type
Loan Purpose
Occupancy
Loan Amount
Source
ReferredBy First Name
ReferredBy Last Name
Note Rate
Loan Term
Sales Price
Appraised Value
Subject Property Street
Subject Property City
Assigned To
Subject Property State
Subject Property Zip Code
Loan Number
Buyers Realtor Name
Buyers Realtor Phone
Buyers Realtor Email
Buyers Realtor Company
Seller Realtor Name
Seller Realtor Phone
Seller Realtor Email
Seller Realtor Company
Try ItBorrower First Name
Borrower Last Name
Borrower Email
Borrower Home Phone
Borrower Work Phone
Borrower Cell Phone
Borrower DOB
Try ItEmail
Contact First Name
Id
Phone
Contact Last Name
Source
About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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SpreadsheetsAbout mloflo
Mloflo is a cloud-based CRM platform that helps real estate businesses manage leads, email marketing, sales pipeline, reporting, and more.
