1.Catches new loan submission
Integrate Webhooks by Zapier and webhook handlers to parse the loan payload and map key submission fields to automate intake.
Create deal records from incoming loan applications for team
Automatically catch new loan submissions across Webhooks by Zapier, Zapier Tables, and monday.com. Create and update when loan payloads arrive or originator rules qualifyβso you can store references, create table records, and route deals without manual paperwork.
How this automation creates loan deal records
When new loan submissions arrive, they can get delayed while teams manually capture details and assign owners. This automation catches the loan payload, creates a shared table record, filters qualifying originators, and creates monday.com deal itemsβso your team can respond faster.
Webhooks by Zapieror swap with your favorite app
2.Creates record in tables
Integrate Zapier Tables and data mapping tools to map loan fields into shared columns and store application references.
Zapier Tablesor swap with your favorite app
3.Filters qualifying originators
Integrate Filter by Zapier and routing rules to continue only for qualifying records based on originator criteria.
Filter by Zapieror swap with your favorite app
4.Creates deal item in monday
Integrate monday.com and deal boards to create items, set status, assign owners, and attach application links.
monday.comor 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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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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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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