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Jupiter logoJupiter logo
Shape logoShape logo
Jupiter logoJupiter logo
Shape logoShape logo

Jupiter + Shape

Jupiter + Shape

Jupiter + Shape integrations

Create Shape CRM records for new Jupiter loan applications

Manually adding new mortgage clients to your CRM takes time and can lead to missed information. When a new loan application is started in Jupiter, this Zap automatically creates a record in Shape CRM using the available borrower and loan details. This keeps your CRM up to date and helps your team begin managing the client relationship right away.

  1. When this happens...
    New Loan Created
    New Loan Created
    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.
    TriggerInstant
  2. automatically do this!
    Create Record
    Create Record
    Create RecordCreate a new record within the CRM
    ActionWrite
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More things you can do with Jupiter and Shape

Discover other triggers and actions you can use with Jupiter and Shape

  • Jupiter triggers, actions, and search
    Borrower Info Updated

    Triggers when borrower profile info is updated (name, email, phone, current living address, or citizenship).

    Trigger
    Instant
    Try It
  • Jupiter triggers, actions, and search
    Loan Info Updated

    Triggers when key loan fields are updated (purpose, base loan amount, purchase price, credit score, DTI inputs, or monthly income).

    Trigger
    Instant
    Try It
  • Jupiter triggers, actions, and search
    Loan Submitted by Borrower

    Triggers when a borrower completes and submits their loan application to the broker.

    Trigger
    Instant
    Try It
    • Loan ID
      Required
    Action
    Search
  • Jupiter triggers, actions, and search
    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.

    Trigger
    Instant
    Try It
  • Jupiter triggers, actions, and search
    Loan Status Changed

    Triggers when a loan moves to a new status (e.g., Processing, Underwriting, Approved, Funded).

    Trigger
    Instant
    Try It
    • External ID
    • Loan Officer Email
      Required
    • Loan Purpose
      Required
    • Main Borrower First Name
      Required
    • Main Borrower Last Name
      Required
    • Main Borrower Email
      Required
    • Main Borrower Cell Phone
    • Main Borrower External ID
    Action
    Write
    • First Name
      Required
    • Last Name
      Required
    • Phone Number
      Required
    • Email
      Required
    Action
    Write
jupiter logo
jupiter logo
About Jupiter
Jupiter is a loan origination platform built for wholesale mortgage brokers to manage loans from application through closing.
HelpHelp
Related categories
Beta
Sales & CRM
shape logo
shape logo
About Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.
HelpHelp
Related categories
CRM (Customer Relationship Management)
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