1.Parses new inbound email
Integrate Mailparser and email parsing tools to detect the new parsed email details to trigger downstream processing.
Create application records from signed PDFs for loan files
Automatically detect new Email parsed messages across Mailparser and route the e-signed PDF into HubSpot. Automatically create application records, upload the signed file, and notify your processing teamβso you can avoid manual data entry.
How this automation accelerates application processing
When signed PDFs arrive in inboxes, delays can stall loan work. This automation parses new email, finds the matching contact, uploads the PDF, creates a custom application record, and sends Slack alerts so your team can move faster.
Mailparseror swap with your favorite app
2.Finds contact by signer email
Integrate HubSpot and CRM contact matching tools to find the contact by signer email and return the contact ID for linking.
HubSpotor swap with your favorite app
3.Normalizes applicant name and date
Integrate Formatter by Zapier and data mapping tools to format parsed name fields and application timestamps for consistency.
Formatter by Zapieror swap with your favorite app
4.Uploads signed PDF to contact folder
Integrate HubSpot and file storage tools to upload the PDF attachment and place it in the contact folder by ID.
5.Creates custom application record
Integrate HubSpot and CRM records tools to create the application record with linked contact or company and the uploaded file ID.
6.Sends processing channel alert
Integrate Slack and notification workflows to post an application alert with a file link so processors are notified immediately.
Slackor 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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