1.Catches loan application webhook
Integrate Webhooks by Zapier and CRM lookup tools to detect incoming loan application data and start the deal workflow.
Create deal folder and term sheet for new loans
Automatically catch new loan application webhook events across HubSpot and Google Drive. Generate a loan number and build a deal folder with a copied term sheet when webhook payload arrives, deal references match, or new application details postβso you can create tracker rows, update deal links, and preserve documentation without manual paperwork.
How this automation creates loan deal folders
When a new loan application arrives without a consistent folder and term sheet setup, documents get delayed and owners cannot find the right links. This automation catches webhook events, looks up and updates deal data, and creates Drive folders with copied term sheetsβso your team can move faster with complete deal packets.
Webhooks by Zapieror swap with your favorite app
2.Finds matching deal and fields
Integrate HubSpot and CRM lookup tools to find the matching deal and retrieve key fields for naming and links.
HubSpotor swap with your favorite app
3.Looks up and appends tracker row
Integrate Google Sheets and spreadsheet tracking tools to look up the deal and append a master tracker row when needed.
Google Sheetsor swap with your favorite app
4.Formats loan number from date and sequence
Integrate Formatter by Zapier and reporting tools to format the current date and sequence into a loan number for naming.
Formatter by Zapieror swap with your favorite app
5.Creates folder and copies term sheet
Integrate Google Drive and document management tools to create deal folders and copy the term sheet template with shareable links.
Google Driveor 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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