1.Detects new form submission
Integrate Gravity Forms and form processing tools to pull completed mortgage intake payload to start the lead record workflow.
Create lead records from mortgage form for loan intake
Automatically monitor new form submissions from Gravity Forms across Zapier Tables and Formatter by Zapier. Create lead records when mortgage intake forms are submitted or payloads are received or submissions are flagged urgentβso you can standardize fields, populate loan summaries, and route intake without manual data entry.
How this automation speeds up loan intake records
When mortgage intake submissions arrive, delays can slow qualification and cause missed context for loan officers. This automation pulls each form submission, standardizes fields, and creates structured lead records in Zapier Tablesβso your team can act immediately.
Gravity Formsor swap with your favorite app
2.Formats submission fields
Integrate Formatter by Zapier and data normalization tools to standardize phone numbers and normalize text fields to prepare storage.
Formatter by Zapieror swap with your favorite app
3.Creates lead record
Integrate Zapier Tables and data mapping tools to create structured contact and loan summary fields and set intake routing.
Zapier Tablesor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Wufoo, Google SheetsSwap with your favorite apps.
Add approved loan submissions to centralized processing sheet
Your closed-loan form submissions arrive without a structured record, forcing processors to chase details and delaying approvals. The sheet gives underwriting a reconciled queue for same-day approvals.
- Apps: Zapier Forms, Filter by Zapier, ShareFile, Microsoft Outlook, Microsoft SharePointSwap with your favorite apps.
Add credit request form entries to pipeline and notify
Your credit request form submissions arrive untriaged, delaying reviewers. It files documents, sends confirmations, and logs the request so your team can triage same day.
- Apps: Webhooks by Zapier, Formatter by ZapierSwap with your favorite apps.
Add inbound lead payloads into mortgage loan pipeline
Your webhook lead submissions arrive raw, leaving loan officers without routing or context for follow-up. The flow delivers structured lead records to your mortgage pipeline so outreach can start same day.
- Apps: Webhooks by Zapier, Google Sheets, GmailSwap with your favorite apps.
Add incoming loan inquiries to lead sheet and notify
Your loan inquiry payloads arrive without a tracked lead record, causing missed first-touch follow-ups. Get inquiries into your lead sheet and alert loan officers for same-day outreach.
- Apps: Webhooks by Zapier, Formatter by Zapier, Klaviyo, Zapier TablesSwap with your favorite apps.
Add incomplete loan leads to nurture list and table
Your incomplete loan applications lack validated contact details, leaving outreach unclear and processing delayed. Capture and normalize leads into your nurture list and table for same-day outreach.
- Apps: LendingPad, Filter by Zapier, Formatter by Zapier, LeadConnectorSwap with your favorite apps.
Add loan applicants to nurture list for follow-up
Your loan applications reach marketing without clean borrower contacts or formatted DOBs, causing manual edits and missed outreach. It creates contact records for loan officers within minutes.
- Apps: Webhooks by Zapier, LeadConnector, Email by ZapierSwap with your favorite apps.
Add loan applications to lead database for follow-up
Loan application submissions arrive untracked, leaving borrower and property details scattered and slowing qualification. Add structured lead records so loan officers can start outreach same day.
- Apps: Webhooks by Zapier, Cloze, Filter by ZapierSwap with your favorite apps.
Add loan borrowers and create loan projects in CRM
Loan borrower updates arriving without CRM records leave campaign lists and project tracking incomplete. This adds borrower contacts and loan projects to your CRM so campaign managers have full context before outreach.
- Apps: Microsoft Outlook, Code by Zapier, HubSpotSwap with your favorite apps.
Add loan inquiry leads from incoming email submissions
Your loan application emails are unstructured, so advisors can't quickly assess eligibility or follow up. Capture and normalize applicant data for review and same-day outreach.
- Apps: Webhooks by Zapier, Zapier Tables, monday.comSwap with your favorite apps.
Add loan prospects to pipeline when documents sent
Your loans enter a documents-sent state without pipeline items, leaving borrower contact and closing context missing. Add or update a pipeline row so loan officers have clear follow-up same day.
- Apps: Wufoo, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add loan submission rows to project tracker sheet
Your loan closing form submissions arrive untracked, creating handoff and scheduling gaps. It logs each submission in your tracker so coordinators can assign tasks and resolve timing issues same day.
- Apps: Webhooks by Zapier, Filter by Zapier, Google SheetsSwap with your favorite apps.
Add locked loan applicants to lead tracking sheet
Loan lock updates and borrower contacts often live across systems, delaying outreach and rate confirmations. It creates a single, up-to-date lead row for originators to act on same day.
- View all
Explore all loan application processing automations
Accelerate loan application processing with automated intake routing, document collection, and status updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.