Create integrations between mloflo and Microsoft Excel to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
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Choose a Trigger
Start here
Start here
Choose an Action
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Add Borrower Contacts
Triggers when a new borrower contact is added.
Try It - Borrower First Name
- Borrower Last Name
- Borrower Email
- Borrower Home Phone
- Borrower Work Phone
- Borrower Cell Phone
- Borrower DOB
- Co-Borrower First Name
- Co-Borrower Last Name
- Co-Borrower Email
- Co-Borrower Home Phone
- Co-Borrower Cell Phone
- Co-Borrower DOB
- Scheduled Closed Date
- Loan Type
- Loan Purpose
- Occupancy
- Loan Amount
- Source
- ReferredBy First Name
- ReferredBy Last Name
- Note Rate
- Loan Term
- Sales Price
- Appraised Value
- Subject Property Street
- Subject Property City
- Assigned To
- Subject Property State
- Subject Property Zip Code
- Loan Number
- Buyers Realtor Name
- Buyers Realtor Phone
- Buyers Realtor Email
- Buyers Realtor Company
- Seller Realtor Name
- Seller Realtor Phone
- Seller Realtor Email
- Seller Realtor Company
Try It- Borrower First Name
- Borrower Last Name
- Borrower Email
- Borrower Home Phone
- Borrower Work Phone
- Borrower Cell Phone
- Borrower DOB
Try It- Email
- Contact First Name
- Id
- Phone
- Contact Last Name
- Source
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Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets.
Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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