Prequal Solutions + Redtail CRM

Prequal Solutions + Redtail CRM integrations

Update contacts in Redtail CRM and process applicants in Prequal Solutions

Keep your applicant data up to date effortlessly with this Redtail CRM and Prequal Solutions integration. Whenever a contact is updated in Redtail CRM, this workflow will automatically process the applicant in Prequal Solutions, ensuring that your customer information stays current and accurate across both platforms. Save time and maintain consistency in your lead management process with this seamless automation.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Process ApplicantAdds a new applicant and processes their prequal.
ActionWrite

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More things you can do with Redtail CRM and Prequal Solutions

Discover other triggers and actions you can use with Redtail CRM and Prequal Solutions

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It

Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Lender ID
  Required
- First Name
  Required
- Last Name
  Required
- Street Address
  Required
- City
  Required
- State
  Required
- Zip Code
  Required
- Phone Number
  Required
- Email Address
  Required
- Middle Name
- Date of Birth
- SSN
- Force Repull
- Annual Income
- Previous Street Address
- Previous City
- Previous State
- Previous Zip Code
- Hard Pull
- Request MLA Search
- Custom Fields
- Utm_source
- Utm_medium
- Utm_campaign
- Utm_term
- Utm_content
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
Applicant Processed
Triggers when an applicant is processed, or when an applicant is attempted to be processed but fails.
Trigger
Instant
Try It
- Sort
- Limit
- Offset
- Lender ID
- Email Address
- Applicant ID
Action
Search

About Prequal Solutions

Prequal Solutions allows access to Fraud Protection Network's platform for credit prequalifications.

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Ads & Conversion

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

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CRM (Customer Relationship Management)

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