1.Catches new loan event
Integrate Webhooks by Zapier and analytics tools to parse incoming loan payload fields and to start loan record creation.
Create loan and borrower records in CRM pipeline
Automatically catch new loan events from your LOS across Webhooks by Zapier and Salesforce. Create and update loan and borrower records when loan payload arrives, qualifying loans pass filters, or fields map correctlyβso you can start processing without manual data entry.
How this automation accelerates loan processing in your CRM
When a new loan is received, delays can stall outreach and slow funding timelines. This automation catches new loan events and routes them through mapping and filtering, then finds or creates contacts and creates started loan transactionsβso your team can act immediately.
Webhooks by Zapieror swap with your favorite app
2.Filters qualifying loan records
Integrate Filter by Zapier and validation tools to continue only for qualifying originators or eligibility criteria.
Filter by Zapieror swap with your favorite app
3.Maps loan and borrower fields
Integrate Formatter by Zapier and CRM mapping tools to translate originator email to the right CRM owner and fields.
Formatter by Zapieror swap with your favorite app
4.Finds or creates borrower contact
Integrate Salesforce and CRM workflows to search by email and borrower name, then create or assign the Contact.
Salesforceor swap with your favorite app
5.Waits before writing records
Integrate Delay by Zapier and timing controls to pause for 1 minute so CRM lookups finish before writes.
Delay by Zapieror swap with your favorite app
6.Creates loan transaction record
Integrate Salesforce and transaction tracking to create the loan transaction with amounts, dates, and status set to Started.
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Accelerate loan application processing with automated intake routing, document collection, and status updates
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