1.Detect new application submitted
Integrate loan portal and CRM tools to capture new applications and trigger lead creation.
Create borrower and co-borrower leads from loan intake
Automatically monitor new loan applications in the loan portal across loan management tools. Create borrower and co-borrower CRM records when applications submitβso you can route by loan purpose, qualify language, and assign owners without manual lead entry or sorting.
How this automation converts loan intake into CRM leads
When new loan applications arrive in the loan portal, delays can slow review and misroute owners. This automation routes by loan purpose, checks preferred language, creates borrower and co-borrower records, and tags them for segmentationβso your team can move faster.
APPLICAor swap with your favorite app
2.Route by loan purpose
Integrate Paths by Zapier and workflow routing tools to map loan purpose and send applications down the right path.
Paths by Zapieror swap with your favorite app
3.Check preferred language
Integrate Filter by Zapier and language rules to evaluate preferred language and continue only for qualifying groups.
Filter by Zapieror swap with your favorite app
4.Create borrower person
Integrate Cloze and contact mapping tools to create borrower person records and set initial lead stage.
Clozeor swap with your favorite app
5.Verify co-borrower exists
Integrate Filter by Zapier and data validation tools to check co-borrower details and only proceed when present.
6.Create co-borrower person
Integrate Cloze and contact mapping tools to create co-borrower person records with owner assignment and tags.
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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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