Skip to content
Log inSign up
involve.me logoinvolve.me logo
Loanzify logoLoanzify logo
involve.me logoinvolve.me logo
Loanzify logoLoanzify logo

involve.me + Loanzify

involve.me + Loanzify

involve.me + Loanzify integrations

Create new Loanzify loans from completed involve.me submissions

Effortlessly manage your loan applications with this seamless workflow between involve.me and Loanzify. When a new completed submission occurs in involve.me, a loan is created in the Loanzify app. This automation saves you time and ensures accurate data transfer between the two platforms, allowing you to focus on providing the best services for your clients.

  1. When this happens...
    New Completed Submission
    New Completed Submission
    New Completed SubmissionTriggers when a participant completes a submission in your funnel.
    TriggerInstant
  2. automatically do this!
    Create Loanzify Loan
    Create Loanzify Loan
    Create Loanzify LoanCreates a new loan in your Loanzify pipeline
    ActionWrite
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

More things you can do with involve.me and Loanzify

Discover other triggers and actions you can use with involve.me and Loanzify

    • involve.me Funnel
      Required
    Trigger
    Instant
    Try It
    • Organization
      Required
    • Email
      Required
    • Tag
      Required
    Action
    Write
    • Form Id
    Trigger
    Polling
    Try It
    • Email Address
    • Last Name
    • First Name
    • IP Address
    Action
    Write
    • Organization
      Required
    • Email
      Required
    Action
    Write
    • Organization
      Required
    • Email
      Required
    • Tag
      Required
    Action
    Write
    • Status
    Trigger
    Polling
    Try It
    • Loan Officer ID
    • Loan Type
    • Loan Amount
    • Property Type
    • Property Use
    • Property Down Payment Amount
    • Property Down Payment Gift Amount
    • Property Address
    • Property City
    • Property State
    • Property Zipcode
    • Borrower Email
      Required
    • Borrower First Name
    • Borrower Middle Name
    • Borrower Last Name
    • Borrower Suffix
    • Borrower Phone Home
    • Borrower Phone Cell
    • Borrower Birth Date
    • Borrower Education
    • Borrower Marital Status
    • Borrower Dependents Count
    • Borrower Intend To Occupy
    • Borrower Citizenship Status
    • Borrower Gender
    • Borrower Primary Address - Street
    • Borrower Primary Address - City
    • Borrower Primary Address - State
    • Borrower Primary Address - Years
    • Borrower Primary Address - Ownership
    • Borrower Mailing Address - Street
    • Borrower Mailing Address - City
    • Borrower Mailing Address - State
    • Borrower Mailing Address - Zipcode
    • Borrower Mailing Address - Years
    • Borrower Mailing Address - Ownership
    • Borrower Former Address - Street
    • Borrower Former Address - City
    • Borrower Former Address - State
    • Borrower Former Address - Zipcode
    • Borrower Former Address - Years
    • Borrower Former Address - Ownership
    • Co-Borrower Email
    • Co-Borrower First Name
    • Co-Borrower Middle Name
    • Co-Borrower Last Name
    • Co-Borrower Suffix
    • Co-Borrower Phone Home
    • Co-Borrower Phone Cell
    • Co-Borrower Birth Date
    • Co-Borrower Education
    • Co-Borrower Marital Status
    • Co-Borrower Dependents Count
    • Co-Borrower Intend To Occupy
    • Co-Borrower Citizenship Status
    • Co-Borrower Gender
    • Co-Borrower Primary Address - Street
    • Co-Borrower Primary Address - City
    • Co-Borrower Primary Address - State
    • Co-Borrower Primary Address - Years
    • Co-Borrower Primary Address - Ownership
    • Co-Borrower Mailing Address - Street
    • Co-Borrower Mailing Address - City
    • Co-Borrower Mailing Address - State
    • Co-Borrower Mailing Address - Zipcode
    • Co-Borrower Mailing Address - Years
    • Co-Borrower Mailing Address - Ownership
    • Co-Borrower Former Address - Street
    • Co-Borrower Former Address - City
    • Co-Borrower Former Address - State
    • Co-Borrower Former Address - Zipcode
    • Co-Borrower Former Address - Years
    • Co-Borrower Former Address - Ownership
    Action
    Write
involveme logo
involveme logo
About involve.me
involve.me is an interactive lead funnel builder for sales, marketing and HR teams, that use it to convert more visitors to qualified leads.
Learn moreLearn moreHelpHelp
Related categories
Forms & Surveys
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
loanzify logo
loanzify logo
About Loanzify
Loanzify Digital POS platform is a fully customizable loan and client management tool.
HelpHelp
Related categories
Marketing Automation
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier