Loanzify + Surefire CRM + Verse Integrations
How to connect Loanzify + Surefire CRM + Verse
Zapier lets you send info between Loanzify and Surefire CRM and Verse automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Choose an Action
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Do even more with Loanzify + Surefire CRM + Verse
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Loanzify, Surefire CRM, and Verse. And don’t forget that you can add more apps and actions to create complex workflows.
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
New Lead Activity
Trigger when a new activity on a lead is added.
Try ItNew Qualified Lead
Trigger when a lead has been qualified.
Try It
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How Loanzify + Surefire CRM + Verse Integrations Work
- Step 1: Authenticate Loanzify, Surefire CRM, and Verse.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.
About Loanzify
Loanzify Digital POS platform is a fully customizable loan and client management tool.
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Surefire CRM
Surefire CRM is a multi-faceted mortgage industry CRM marketing platform that offers personalized database marketing with unique content.
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Verse
Verse is a lead conversion platform that helps businesses quickly qualify leads through 2-way text conversations driven by powerful AI.