1.Detects new loan application
Integrate Your loan origination system, loan origination connectors, and intake systems to create the trigger context for processing applications.
Create introduction letter and add borrower contact record
Automatically generate introduction letters from new loan applications across Google Docs and LeadConnector. Move PDFs and add or update borrower contacts with the letter link, so you can speed follow-up, reduce manual typing, and keep records current without manual paperwork.
How this automation accelerates borrower follow-up
When new loan applications arrive, delays can slow follow-up and stall next steps. This automation creates an introduction letter in Google Docs and adds or updates the borrower contact in LeadConnector, so your team can respond faster with a linked document.
Rigior swap with your favorite app
2.Creates intro letter PDF
Integrate Google Docs and document templating tools to create a letter from a template and export it as PDF.
Google Docsor swap with your favorite app
3.Stores PDF in drive
Integrate Google Docs and drive folder tools to save the PDF in a configured folder and set stable sharing links.
4.Adds or updates borrower contact
Integrate LeadConnector and contact management tools to create or update the borrower contact, add notes, and attach the letter link.
LeadConnectoror swap with your favorite app
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Explore all loan application processing automations
Accelerate loan application processing with automated intake routing, document collection, and status updates
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