1.Detect new loan created
Integrate your loan origination platform to detect new loan created events and trigger borrower and project setup automatically.
Create borrower and loan project records from new loans
Automatically monitor new loan created events across your loan origination platform. Create borrower contact records and linked project records in your CRM with computed loan totals and planned start datesβso you can reduce manual setup and speed up processing.
How this automation accelerates loan onboarding with CRM records
When new loan created events arrive, delays can stall onboarding and complicate approvals. This automation computes loan totals and planned start dates, then creates borrower contacts and project recordsβso your team can launch work faster.
Rigior swap with your favorite app
2.Compute loan total
Integrate Formatter by Zapier and math tools to calculate a computed loan total from base amount and financed fees.
Formatter by Zapieror swap with your favorite app
3.Calculate planned start date
Integrate Formatter by Zapier and date utilities to add 90 days and output a planned start date.
4.Create borrower contact
Integrate Cloze and CRM contact mapping to create a person and assign ownership using computed loan totals.
Clozeor swap with your favorite app
5.Create project record
Integrate Cloze and CRM project mapping to create a project with loan purpose segments and active date fields.
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Accelerate loan application processing with automated intake routing, document collection, and status updates
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Step 1
Connect your tools
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Step 2
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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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