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Realty.com + Usherpa

Create Usherpa contacts from new Realty.com leads

Efficiently manage your real estate leads with this seamless workflow that connects Realty.com and Usherpa. Whenever a new lead is added in Realty.com, this automation will instantly create a contact in Usherpa, allowing you to concentrate on nurturing those relationships and closing deals without the hassle of manual data entry. Stay organized and save time by streamlining your lead management process.

Efficiently manage your real estate leads with this seamless workflow that connects Realty.com and Usherpa. Whenever a new lead is added in Realty.com, this automation will instantly create a contact in Usherpa, allowing you to concentrate on nurturing those relationships and closing deals without the hassle of manual data entry. Stay organized and save time by streamlining your lead management process.

  1. When this happens...
    Realty.comRealty.com
    New Lead

    Triggers when a new lead is received from Realty.com.

    TriggerScheduled
  2. automatically do this!
    UsherpaUsherpa
    Create Contact

    Creates a new Contact

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Realty.com triggers, actions, and search

    New Lead

    Triggers when a new lead is received from Realty.com.

    Trigger
    Scheduled
    Try It
    • Loan IdentifierRequired

    • Loan Officer EmailRequired

    • Borrower First Name

    • Borrower Middle Name

    • Borrower Last NameRequired

    • Borrower Salutation

    • Borrower Nick Name

    • Borrower Mobile Phone

    • Borrower Work Phone

    • Borrower Home Phone

    • Borrower Email

    • Borrower Best Way To Contact

    • Borrower Mailing Address

    • Borrower Mailing City

    • Borrower Mailing State

    • Borrower Mailing Postal Code

    • Borrower Company Name

    • Borrower Fico Score

    • Borrower Job Title

    • Borrower Birthday

    • Co-Borrower First Name

    • Co-Borrower Middle Name

    • Co-Borrower Last Name

    • Co-Borrower Salutation

    • Co-Borrower Nick Name

    • Co-Borrower Mobile Phone

    • Co-Borrower Home Phone

    • Co-Borrower Work Phone

    • Co-Borrower Email

    • Co-Borrower Best Way To Contact

    • Co-Borrower Fico Score

    • Co-Borrower Birth Day

    • Display Name

    • Group Name

    • Loan Notes

    • Language

    • Own Primary Residence

    • Referrer Name

    • Actual Close Date

    • Application Date

    • Appraisal Ordered Date

    • Appraisal Received Date

    • Approval Date

    • Cancellation Date

    • CD Sent Date

    • CD Receipt Date

    • Cleared to Close Date

    • Construction Close Date

    • Credit Pulled Date

    • Decision Date

    • Denied Date

    • Docs To Escrow Title Date

    • Estimated Close Date

    • First Payment Due Date

    • Lock Date

    • Lock Expiration Date

    • Loan In Process Date

    • Loan Modified Date

    • Servicing Next Payment Due Date

    • Signed Date

    • Sold Date

    • Submitted To Underwriting Date

    • Appraised Value

    • Association Dues

    • CLTV

    • Documentation Type

    • Hazard Insurance

    • Is In Flood Zone

    • Lien Position

    • Loan Status

    • Loan ARM Index

    • Loan ARM Margin

    • Loan Interest Rate

    • Loan Amount

    • Loan Number

    • Loan Product

    • Loan Type

    • Loan LTV

    • Loan Monthly Payment

    • Loan Purpose

    • Loan Term

    • Occupancy

    • PMI

    • Property Taxes

    • Purchase Price

    • Total Down Payment

    • Total Loan Amount

    • Total Monthly Payment

    • Secondary Loan ARM Margin

    • Secondary Loan ARM Index

    • Secondary Loan Interest Rate

    • Secondary Loan Amount

    • Secondary Loan Number

    • Secondary Loan Product

    • Secondary Loan Type

    • Secondary Loan LTV

    • Secondary Loan Monthly Payment

    • Property Street Address

    • Property City

    • Property County

    • Property State

    • Property Postal Code

    • Escrow Company Name

    • Escrow Street Address

    • Escrow City

    • Escrow State

    • Escrow Postal Code

    • Escrow Phone Number

    • Escrow Fax Number

    • Escrow No.

    • Title Attn

    • Buyer Agent Name

    • Buyer Agent Company

    • Buyer Agent Title

    • Buyer Agent License No.

    • Buyer Agent Email

    • Buyer Agent Mobile Phone Number

    • Buyer Agent Work Phone Number

    • Buyer Agent Fax Number

    • Buyer Agent Street Address

    • Buyer Agent City

    • Buyer Agent State

    • Buyer Agent Postal Code

    • Listing Agent Name

    • Listing Agent Company

    • Listing Agent Title

    • Listing Agent License No.

    • Listing Agent Email

    • Listing Agent Mobile Phone Number

    • Listing Agent Work Phone Number

    • Listing Agent Fax Number

    • Listing Agent Street Address

    • Listing Agent City

    • Listing Agent State

    • Listing Agent Postal Code

    Action
    Write
  • Realty.com triggers, actions, and search

    New Lead Property View or Save

    Triggers when one of your real estate leads has a property view, property save, saved search, showing request or other event

    Trigger
    Scheduled
    Try It
    • Contact Type

    • Marketing Package

    • First NameRequired

    • Middle Name

    • Last NameRequired

    • Nick Name

    • Display Name

    • Salutation

    • Email

    • Address

    • City

    • State

    • Postal Code

    • Home Phone

    • Mobile Phone

    • Work Phone

    • Employer

    • Birthday

    • Title

    • Group Name

    • Referral Source

    • Website

    • Fico Score

    • Favorite Things

    • Own Current Residence

    • Contact Preference

    • Language

    • License Number

    • Additional Contact First Name

    • Additional Contact Middle Name

    • Additional Contact Last Name

    • Additional Contact Salutation

    • Additional Contact Nick Name

    • Additional Contact Email

    • Additional Contact Address

    • Additional Contact City

    • Additional Contact State

    • Additional Contact Postal Code

    • Additional Contact Home Phone

    • Additional Contact Work Phone

    • Additional Contact Mobile Phone

    • Additional Contact Employer

    • Additional Contact Title

    • Additional Contact Birthday

    • Additional Contact Website

    • Additional Contact Fico Score

    • Additional Contact Favorite Things

    • Additional Contact Own Current Residence

    • Additional Contact Contact Preference

    • Additional Contact Language

    • Additional Contact Licnese Number

    Action
    Write
realtycom logo
realtycom logo

About Realty.com

Realty.com is a popular real estate portal focused on delivering quality real estate leads to Agents, Lenders & Brokers.

Related categories

  • Contact Management
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About Usherpa

Usherpa is the easiest-to-use marketing crm for sales professionals that saves time, maximizes referrals and automates marketing.
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