1.Captures mortgage contact form completion
Integrate Feathery and intake forms to map submission fields and convert them to lead properties for lead creation.
Create and assign mortgage lead to on-duty banker
Automatically route mortgage home-loans submissions across Feathery, Formatter by Zapier, Google Sheets, Storage by Zapier, and Webhooks by Zapier. Create and update intake records when submission completes, schedule date matches, or email dedupe failsβso you can assign on-duty MLOs, start same-day outreach, and reduce lead rework without manual follow-up.
How this automation assigns on-duty mortgage leads
When mortgage contact form submissions arrive, leads can wait for manual routing and same-day outreach slips. This automation transforms timestamps, resolves shift ownership from schedule sheets, and posts the lead to intakeβso your team can assign an on-duty MLO immediately.
Featheryor swap with your favorite app
2.Transforms submission date and time
Integrate Formatter by Zapier and date-time tools to convert the submission timestamp into local date and time for shift logic.
Formatter by Zapieror swap with your favorite app
3.Looks up shift schedule and MLO
Integrate Google Sheets and lookup tools to match the formatted date and resolve the selected MLO label to a user ID.
Google Sheetsor swap with your favorite app
4.Rounds robin owner selection
Integrate Storage by Zapier and counter tools to increment shift-specific counters and select the A or B owner.
Storage by Zapieror swap with your favorite app
5.Posts lead to intake endpoint
Integrate Webhooks by Zapier and intake systems to post mapped lead fields, assigned owner, and pipeline stage to create the lead.
Webhooks by Zapieror swap with your favorite app
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Accelerate loan application processing with automated intake routing, document collection, and status updates
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