Loading

Create integrations between PingBell and LoanOfficer.ai to automate any workflow

 Start with Google for free
PingBellPingBell
AUTOMATICALLY DO THIS
An event a Zap performs after it starts
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Triggers and actions are the main components of every automated workflow.

Connect PingBell and LoanOfficer.ai to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect your tools and unlock the power of automation

With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
Start herearrow pointing down
Start herearrow pointing down
Choose an Action

Supported triggers and actions

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.

    • Select PingBellRequired

    Action
    Write
    • contact IDRequired

    • Borrower 1: First Name

    • Borrower 1: Last Name

    • Borrower1: Email

    • Borrower 1: Nick Name

    • Borrower1: SSN

    • Borrower1: Home Phone

    • Borrower1: Marital Status

    • Borrower1: Years in School

    • Borrower1: Birthdate

    • Borrower1: Credit Score

    • Borrower1: Dependents

    • Borrower1: Dependents Age

    • Borrower1: Current Address Type

    • Borrower1: Years at this address

    • Borrower1: Monthly Rent

    • Borrower1: Current Address

    • Borrower1: Current City

    • Borrower1: Current State

    • Borrower1: Current Zip

    • Borrower1: Mailing address different?

    • Borrower1: Mailing Address

    • Borrower1: Mailing City

    • Borrower1: Mailing State

    • Borrower1: Mailing Zip

    • Borrower1: Past Address Type

    • Borrower1: Past Years at the Address

    • Borrower1: Past Address

    • Borrower1: Past City

    • Borrower1: Past State

    • Borrower1: Past Zip

    • Borrower1: Are you self-employed?

    • Borrower1: Income

    • Borrower1: Employer Name

    • Borrower1: Business Phone

    • Borrower1: Employer Address

    • Borrower1: Employer City

    • Borrower1: Employer State

    • Borrower1: Employer Zip

    • Borrower1: Position/Title/Type of Business

    • Borrower1: Years on this job

    • Borrower1: Years in line of work

    • Borrower1: I do not wish to furnish this information

    • Borrower1: Ethnicity

    • Borrower1: Ethnicity Origin

    • Borrower1: Race

    • Borrower1: Asian Race Origin

    • Borrower1: Hawaiian Race Origin

    • Borrower1: Gender

    • Borrower1: Are there any outstanding judgments against you?

    • Borrower1: Have you been declared bankrupt within the past 7 years?

    • Borrower1: Have you had property foreclosed upon or given title or deed in lieu thereof in the last 7 years?

    • Borrower1: Are you a party to a lawsuit?

    • Borrower1: Have you directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgment?

    • Borrower1: Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee?

    • Borrower1: Are you obligated to pay alimony, child support, or separate maintenance?

    • Borrower1: Is any part of the down payment borrowed?

    • Borrower1: Are you a co-maker or endorser on a note?

    • Borrower1: Are you a U.S. citizen?

    • Borrower1: Are you a permanent resident alien?

    • Borrower1: Do you intend to occupy the property as your primary residence?

    • Borrower1: Have you had an ownership interest in a property in the last three years?

    • Borrower 2: First Name

    • Borrower 2: Last Name

    • Borrower2: Email

    • Borrower 2: Nick Name

    • Borrower2: SSN

    • Borrower2: Home Phone

    • Borrower2: Marital Status

    • Borrower2: Years in School

    • Borrower2: Birthdate

    • Borrower2: Credit Score

    • Borrower2: Dependents

    • Borrower2: Dependents Age

    • Borrower2: Current Address Type

    • Borrower2: Years at this address

    • Borrower2: Monthly Rent

    • Borrower2: Current Address

    • Borrower2: Current City

    • Borrower2: Current State

    • Borrower2: Current Zip

    • Borrower2: Mailing address different?

    • Borrower2: Mailing Address

    • Borrower2: Mailing City

    • Borrower2: Mailing State

    • Borrower2: Mailing Zip

    • Borrower2: Past Address Type

    • Borrower2: Past Years at the Address

    • Borrower2: Past Address

    • Borrower2: Past City

    • Borrower2: Past State

    • Borrower2: Past Zip

    • Borrower2: Are you self-employed?

    • Borrower2: Income

    • Borrower2: Employer Name

    • Borrower2: Business Phone

    • Borrower2: Employer Address

    • Borrower2: Employer City

    • Borrower2: Employer State

    • Borrower2: Employer Zip

    • Borrower2: Position/Title/Type of Business

    • Borrower2: Years on this job

    • Borrower2: Years in line of work

    • Borrower2: I do not wish to furnish this information

    • Borrower2: Ethnicity

    • Borrower2: Ethnicity Origin

    • Borrower2: Race

    • Borrower2: Asian Race Origin

    • Borrower2: Hawaiian Race Origin

    • Borrower2: Gender

    • Borrower2: Are there any outstanding judgments against you?

    • Borrower2: Have you been declared bankrupt within the past 7 years?

    • Borrower2: Have you had property foreclosed upon or given title or deed in lieu thereof in the last 7 years?

    • Borrower2: Are you a party to a lawsuit?

    • Borrower2: Have you directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgment?

    • Borrower2: Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee?

    • Borrower2: Are you obligated to pay alimony, child support, or separate maintenance?

    • Borrower2: Is any part of the down payment borrowed?

    • Borrower2: Are you a co-maker or endorser on a note?

    • Borrower2: Are you a U.S. citizen?

    • Borrower2: Are you a permanent resident alien?

    • Borrower2: Do you intend to occupy the property as your primary residence?

    • Borrower2: Have you had an ownership interest in a property in the last three years?

    • Are you looking to

    • Occupancy

    • What do you estimate your loan amount to be?

    • About how much do you think your property is worth?

    • How much do you plan to spend?

    • Source of Down Payment?

    • Budget

    • Which state are you purchasing in

    • How long would you like the loan term to be?

    • Loan Officer

    • Lead Status

    • Lead Source

    • Lead Purpose

    • Contact Owner

    • Notes

    • Asset Type

    • Asset Name

    • Asset Value

    • Properties Address

    • Properties City

    • Properties State

    • Properties Zip

    • What are your plans for this property?

    • Select property type

    • Estimated Market Value

    • Outstanding Loan Balance

    • Principal & Interest Payment

    • Insurance, Taxes, HOA, Maint., etc(PER MONTH)

    • Loan Name

    • Mortgage Type

    • Original Loan Amount

    • Loan Start Date

    • Interest Rate

    • Interest Rate Type

    • Original Loan Term (months) (months 0 - 600)

    • Current Escrow Balance

    • Insurance

    • Taxes

    • Mort. Ins.

    • Other

    • Balance Remaining

    • As of Date

    • Are you applying for the loan by yourself or with co-borrowers?

    • Loan Status

    Action
    Write
    • Email

    Action
    Search
    • Borrower 1: First NameRequired

    • Borrower 1: Last NameRequired

    • Borrower1: EmailRequired

    • Borrower 1: Nick Name

    • Borrower1: SSN

    • Borrower1: Home Phone

    • Borrower1: Marital Status

    • Borrower1: Years in School

    • Borrower1: Birthdate

    • Borrower1: Credit Score

    • Borrower1: Dependents

    • Borrower1: Dependents Age

    • Borrower1: Current Address Type

    • Borrower1: Years at this address

    • Borrower1: Monthly Rent

    • Borrower1: Current Address

    • Borrower1: Current City

    • Borrower1: Current State

    • Borrower1: Current Zip

    • Borrower1: Mailing address different?

    • Borrower1: Mailing Address

    • Borrower1: Mailing City

    • Borrower1: Mailing State

    • Borrower1: Mailing Zip

    • Borrower1: Past Address

    • Borrower1: Past City

    • Borrower1: Past State

    • Borrower1: Past Zip

    • Borrower1: Are you self-employed?

    • Borrower1: Income

    • Borrower1: Employer Name

    • Borrower1: Business Phone

    • Borrower1: Employer Address

    • Borrower1: Employer City

    • Borrower1: Employer State

    • Borrower1: Employer Zip

    • Borrower1: Position/Title/Type of Business

    • Borrower1: Years on this job

    • Borrower1: Years in line of work

    • Borrower1: I do not wish to furnish this information

    • Borrower1: Ethnicity

    • Borrower1: Ethnicity Origin

    • Borrower1: Race

    • Borrower1: Asian Race Origin

    • Borrower1: Hawaiian Race Origin

    • Borrower1: Gender

    • Borrower1: Are there any outstanding judgments against you?

    • Borrower1: Have you been declared bankrupt within the past 7 years?

    • Borrower1: Have you had property foreclosed upon or given title or deed in lieu thereof in the last 7 years?

    • Borrower1: Are you a party to a lawsuit?

    • Borrower1: Have you directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgment?

    • Borrower1: Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee?

    • Borrower1: Are you obligated to pay alimony, child support, or separate maintenance?

    • Borrower1: Is any part of the down payment borrowed?

    • Borrower1: Are you a co-maker or endorser on a note?

    • Borrower1: Are you a U.S. citizen?

    • Borrower1: Are you a permanent resident alien?

    • Borrower1: Do you intend to occupy the property as your primary residence?

    • Borrower1: Have you had an ownership interest in a property in the last three years?

    • Borrower 2: First Name

    • Borrower 2: Last Name

    • Borrower2: Email

    • Borrower 2: Nick Name

    • Borrower2: SSN

    • Borrower2: Home Phone

    • Borrower2: Marital Status

    • Borrower2: Years in School

    • Borrower2: Birthdate

    • Borrower2: Credit Score

    • Borrower2: Dependents

    • Borrower2: Dependents Age

    • Borrower2: Current Address Type

    • Borrower2: Years at this address

    • Borrower2: Monthly Rent

    • Borrower2: Current Address

    • Borrower2: Current City

    • Borrower2: Current State

    • Borrower2: Current Zip

    • Borrower2: Mailing address different?

    • Borrower2: Mailing Address

    • Borrower2: Mailing City

    • Borrower2: Mailing State

    • Borrower2: Mailing Zip

    • Borrower2: Past Address

    • Borrower2: Past City

    • Borrower2: Past State

    • Borrower2: Past Zip

    • Borrower2: Are you self-employed?

    • Borrower2: Income

    • Borrower2: Employer Name

    • Borrower2: Business Phone

    • Borrower2: Employer Address

    • Borrower2: Employer City

    • Borrower2: Employer State

    • Borrower2: Employer Zip

    • Borrower2: Position/Title/Type of Business

    • Borrower2: Years on this job

    • Borrower2: Years in line of work

    • Borrower2: I do not wish to furnish this information

    • Borrower2: Ethnicity

    • Borrower2: Ethnicity Origin

    • Borrower2: Race

    • Borrower2: Asian Race Origin

    • Borrower2: Hawaiian Race Origin

    • Borrower2: Gender

    • Borrower2: Are there any outstanding judgments against you?

    • Borrower2: Have you been declared bankrupt within the past 7 years?

    • Borrower2: Have you had property foreclosed upon or given title or deed in lieu thereof in the last 7 years?

    • Borrower2: Are you a party to a lawsuit?

    • Borrower2: Have you directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgment?

    • Borrower2: Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee?

    • Borrower2: Are you obligated to pay alimony, child support, or separate maintenance?

    • Borrower2: Is any part of the down payment borrowed?

    • Borrower2: Are you a co-maker or endorser on a note?

    • Borrower2: Are you a U.S. citizen?

    • Borrower2: Are you a permanent resident alien?

    • Borrower2: Do you intend to occupy the property as your primary residence?

    • Borrower2: Have you had an ownership interest in a property in the last three years?

    • Are you looking to

    • Occupancy

    • What do you estimate your loan amount to be?

    • About how much do you think your property is worth?

    • How much do you plan to spend?

    • Source of Down Payment?

    • Budget

    • Which state are you purchasing in

    • How long would you like the loan term to be?

    • Loan Officer

    • Lead Status

    • Lead Source

    • Lead Purpose

    • Contact Owner

    • Notes

    • Asset Type

    • Asset Name

    • Asset Value

    • Properties Address

    • Properties City

    • Properties State

    • Properties Zip

    • What are your plans for this property?

    • Select property type

    • Estimated Market Value

    • Outstanding Loan Balance

    • Principal & Interest Payment

    • Insurance, Taxes, HOA, Maint., etc(PER MONTH)

    • Loan Name

    • Mortgage Type

    • Original Loan Amount

    • Loan Start Date

    • Interest Rate

    • Interest Rate Type

    • Original Loan Term (months) (months 0 - 600)

    • Current Escrow Balance

    • Insurance

    • Taxes

    • Mort. Ins.

    • Other

    • Balance Remaining

    • As of Date

    • Are you applying for the loan by yourself or with co-borrowers?

    • Borrower1: Past Address Type

    • Borrower1: Years past address

    • Borrower2: Past Address Type

    • Borrower2: Years past address

    Action
    Write
    • LOS Loan IDRequired

    Action
    Search
    • Borrower1: EmailRequired

    • Borrower 1: First NameRequired

    • Borrower 1: Last NameRequired

    • Borrower 1: Nick Name

    • Borrower1: SSN

    • Borrower1: Home Phone

    • Borrower1: Marital Status

    • Borrower1: Years in School

    • Borrower1: Birthdate

    • Borrower1: Credit Score

    • Borrower1: Dependents

    • Borrower1: Dependents Age

    • Borrower1: Current Address Type

    • Borrower1: Years at this address

    • Borrower1: Monthly Rent

    • Borrower1: Current Address

    • Borrower1: Current City

    • Borrower1: Current State

    • Borrower1: Current Zip

    • Borrower1: Mailing address different?

    • Borrower1: Mailing Address

    • Borrower1: Mailing City

    • Borrower1: Mailing State

    • Borrower1: Mailing Zip

    • Borrower1: Past Address

    • Borrower1: Past City

    • Borrower1: Past State

    • Borrower1: Past Zip

    • Borrower1: Are you self-employed?

    • Borrower1: Income

    • Borrower1: Employer Name

    • Borrower1: Business Phone

    • Borrower1: Employer Address

    • Borrower1: Employer City

    • Borrower1: Employer State

    • Borrower1: Employer Zip

    • Borrower1: Position/Title/Type of Business

    • Borrower1: Years on this job

    • Borrower1: Years in line of work

    • Borrower1: I do not wish to furnish this information

    • Borrower1: Ethnicity

    • Borrower1: Ethnicity Origin

    • Borrower1: Race

    • Borrower1: Asian Race Origin

    • Borrower1: Hawaiian Race Origin

    • Borrower1: Gender

    • Borrower1: Are there any outstanding judgments against you?

    • Borrower1: Have you been declared bankrupt within the past 7 years?

    • Borrower1: Have you had property foreclosed upon or given title or deed in lieu thereof in the last 7 years?

    • Borrower1: Are you a party to a lawsuit?

    • Borrower1: Have you directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgment?

    • Borrower1: Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee?

    • Borrower1: Are you obligated to pay alimony, child support, or separate maintenance?

    • Borrower1: Is any part of the down payment borrowed?

    • Borrower1: Are you a co-maker or endorser on a note?

    • Borrower1: Are you a U.S. citizen?

    • Borrower1: Are you a permanent resident alien?

    • Borrower1: Do you intend to occupy the property as your primary residence?

    • Borrower1: Have you had an ownership interest in a property in the last three years?

    • Borrower 2: First Name

    • Borrower 2: Last Name

    • Borrower2: Email

    • Borrower 2: Nick Name

    • Borrower2: SSN

    • Borrower2: Home Phone

    • Borrower2: Marital Status

    • Borrower2: Years in School

    • Borrower2: Birthdate

    • Borrower2: Credit Score

    • Borrower2: Dependents

    • Borrower2: Dependents Age

    • Borrower2: Current Address Type

    • Borrower2: Years at this address

    • Borrower2: Monthly Rent

    • Borrower2: Current Address

    • Borrower2: Current City

    • Borrower2: Current State

    • Borrower2: Current Zip

    • Borrower2: Mailing address different?

    • Borrower2: Mailing Address

    • Borrower2: Mailing City

    • Borrower2: Mailing State

    • Borrower2: Mailing Zip

    • Borrower2: Past Address

    • Borrower2: Past City

    • Borrower2: Past State

    • Borrower2: Past Zip

    • Borrower2: Are you self-employed?

    • Borrower2: Income

    • Borrower2: Employer Name

    • Borrower2: Business Phone

    • Borrower2: Employer Address

    • Borrower2: Employer City

    • Borrower2: Employer State

    • Borrower2: Employer Zip

    • Borrower2: Position/Title/Type of Business

    • Borrower2: Years on this job

    • Borrower2: Years in line of work

    • Borrower2: I do not wish to furnish this information

    • Borrower2: Ethnicity

    • Borrower2: Ethnicity Origin

    • Borrower2: Race

    • Borrower2: Asian Race Origin

    • Borrower2: Hawaiian Race Origin

    • Borrower2: Gender

    • Borrower2: Are there any outstanding judgments against you?

    • Borrower2: Have you been declared bankrupt within the past 7 years?

    • Borrower2: Have you had property foreclosed upon or given title or deed in lieu thereof in the last 7 years?

    • Borrower2: Are you a party to a lawsuit?

    • Borrower2: Have you directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgment?

    • Borrower2: Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee?

    • Borrower2: Are you obligated to pay alimony, child support, or separate maintenance?

    • Borrower2: Is any part of the down payment borrowed?

    • Borrower2: Are you a co-maker or endorser on a note?

    • Borrower2: Are you a U.S. citizen?

    • Borrower2: Are you a permanent resident alien?

    • Borrower2: Do you intend to occupy the property as your primary residence?

    • Borrower2: Have you had an ownership interest in a property in the last three years?

    • Are you looking to

    • Occupancy

    • What do you estimate your loan amount to be?

    • About how much do you think your property is worth?

    • How much do you plan to spend?

    • Source of Down Payment?

    • Budget

    • Which state are you purchasing in

    • How long would you like the loan term to be?

    • Loan Officer

    • Lead Status

    • Lead Source

    • Lead Purpose

    • Contact Owner

    • Notes

    • Asset Type

    • Asset Name

    • Asset Value

    • Properties Address

    • Properties City

    • Properties State

    • Properties Zip

    • What are your plans for this property?

    • Select property type

    • Estimated Market Value

    • Outstanding Loan Balance

    • Principal & Interest Payment

    • Insurance, Taxes, HOA, Maint., etc(PER MONTH)

    • Loan Name

    • Mortgage Type

    • Original Loan Amount

    • Loan Start Date

    • Interest Rate

    • Interest Rate Type

    • Original Loan Term (months) (months 0 - 600)

    • Current Escrow Balance

    • Insurance

    • Taxes

    • Mort. Ins.

    • Other

    • Balance Remaining

    • As of Date

    • Are you applying for the loan by yourself or with co-borrowers?

    • Borrower1: Past Address Type

    • Borrower1: Years past address

    • Borrower2: Past Address Type

    • Borrower2: Years past address

    Action
    Search or write
pingbell logo
pingbell logo

About PingBell

PingBell notifies your entire team whenever a conversion happens on your website or app.

Related categories

  • Notifications
dev-loanofficerai logo
dev-loanofficerai logo

About LoanOfficer.ai

Loan Officer.ai CRM will help you manage every front of your mortgage business and grow like never before - without the stress.
Help

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Join millions worldwide who automate their work using Zapier

 Sign up with Google