Create integrations between Plumsail Documents and LoanOfficer.ai to automate any workflow
WHEN THIS HAPPENS
Process Finished
AUTOMATICALLY DO THIS
Create ContactEndless possibilities
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.
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.
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.
Connect Plumsail Documents 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.
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 here
Start here
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.
Process NameRequired
Try ItBorrower 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
LOS Loan IDRequired
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
Process NameRequired
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
Email
About Plumsail Documents
Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
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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.
