How to connect Loanzify + Act!
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New Loan Created
Triggers when a new loan is created.Try ItTriggerScheduled
Tests authentication by getting 1 contact.Try ItTriggerScheduled
Triggers when a new opportunity is created.Try ItTriggerScheduled
The contact this note will be associated with.
Whether the note is public (default) or private to you.
Loan Officer ID
The Loanzify ID for this Loan Officer
Property Down Payment Amount
Property Down Payment Gift Amount
Borrower First Name
Borrower Middle Name
Borrower Last Name
Borrower Phone Home
Borrower Phone Cell
Borrower Birth Date
Borrower Marital Status
Borrower Dependents Count
Borrower Intend To Occupy
Borrower Citizenship Status
Borrower Primary Address - Street
Borrower Primary Address - City
Borrower Primary Address - State
US State Abbreviation
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 First Name
Co-Borrower Middle Name
Co-Borrower Last Name
Co-Borrower Phone Home
Co-Borrower Phone Cell
Co-Borrower Birth Date
Co-Borrower Marital Status
Co-Borrower Dependents Count
Co-Borrower Intend To Occupy
Co-Borrower Citizenship Status
Co-Borrower Primary Address - Street
Co-Borrower Primary Address - City
Co-Borrower Primary Address - State
US State Abbreviation
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
Triggers when a new contact is created.Try ItTriggerScheduled
The contact this activity will be scheduled with.
Name of the opportunity.
The contact this opportunity will be associated with.
Estimated Close DateRequired
When this opportunity is likely to close.
Status of the opportunity.
Likelihood of the opportunity materializing.
Actual Close Date
When this opportunity closed.
Source of the opportunity.
How Loanzify + Act! Integrations Work
- Step 1: Authenticate Loanzify and Act!.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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