Create a copy of worksheets in Google Sheets for new loans in mloflo
Start managing your loan processing tasks with more efficiency. With this workflow, every new loan created in mloflo prompts the generation of a copy of a specific worksheet in Google Sheets. This process ensures that all loan details are recorded in a standardized format, helping to streamline your record-keeping and enhance your productivity.
Start managing your loan processing tasks with more efficiency. With this workflow, every new loan created in mloflo prompts the generation of a copy of a specific worksheet in Google Sheets. This process ensures that all loan details are recorded in a standardized format, helping to streamline your record-keeping and enhance your productivity.
- When this happens...New Loan
Triggers when a new loan is added in mloflo.
- automatically do this!Copy Worksheet
Create a new worksheet by copying an existing worksheet.
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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