Loanzify + Shape
Create records in Shape Software from new Loanzify loans
Are you looking for a good way to track and follow up with new loans in Loanzify? Now with the help of Zapier, the tedious work is done for you. This integration will add every new Loanzify loan to Shape Software as a record. It can also send automated emails and text messages from Shape Software's marketing automation.
Are you looking for a good way to track and follow up with new loans in Loanzify? Now with the help of Zapier, the tedious work is done for you. This integration will add every new Loanzify loan to Shape Software as a record. It can also send automated emails and text messages from Shape Software's marketing automation.
- When this happens...New Loan Created
Triggers when a new loan is created.
- automatically do this!Create Record
Create a new record within the CRM
- Free forever for core features
- 14 day trial for premium features & apps
Status
Try ItLoan 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 EmailRequired
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
Record IDRequired
First Name
Last Name
Phone Number
Email Address
Record IDRequired
Email Address
Last Name
First Name
IP Address
First NameRequired
Last NameRequired
Phone NumberRequired
EmailRequired
Record IDRequired
Status NameRequired
About Loanzify
Loanzify Digital POS platform is a fully customizable loan and client management tool.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.