1.Receives new loan payloads
Integrate Webhooks by Zapier and loan intake data to extract submission fields to populate borrower records.
Add loan borrowers and create loan projects in CRM
Automatically catch new loan payloads via Webhooks by Zapier across Cloze and Zapier filters. Create and update loan contacts and projects when submissions arrive or co-borrowers exist or loan references postβso you can prevent manual data entry, avoid missed records, and speed up project setup.
How this automation creates tracked loan context
When new loan payloads arrive, delays can leave loan officers without the right contact context. This automation extracts submission fields and creates or updates borrower contacts and loan projectsβso your team can act on each application faster.
Webhooks by Zapieror swap with your favorite app
2.Creates or updates borrower contact
Integrate Cloze and CRM matching rules to create or update a person contact to capture primary borrower details.
Clozeor swap with your favorite app
3.Checks for co-borrower presence
Integrate Filter by Zapier and conditional routing to continue only when co-borrower data is present to avoid empty records.
Filter by Zapieror swap with your favorite app
4.Creates or updates co-borrower contact
Integrate Cloze and CRM deduplication to create or update a co-borrower person to link related contacts.
5.Creates a loan project
Integrate Cloze and project tracking to create a loan project and link borrower contacts to set ownership.
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Accelerate loan application processing with automated intake routing, document collection, and status updates
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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