1.Catches new loan event
Integrate Webhooks by Zapier and data mapping tools to receive New loan event and to map payload inputs.
Create loan and contact records in CRM
Automatically catch each new loan event across Webhooks by Zapier and Salesforce. Create and update CRM loan records when loan intake arrives, borrower details are submitted, or payloads are postedβso you can create contacts, assign owners, and log loans without manual data entry.
How this automation creates loan records and borrower contacts
When a new loan event lands without structure, follow-up gets delayed and records stay incomplete. This automation receives the loan intake, filters and maps it to the right owner, and then creates a Salesforce contact and loan recordβso your team can follow up fast.
Webhooks by Zapieror swap with your favorite app
2.Filters for qualifying originators
Integrate Filter by Zapier and email rules to filter originator emails and to continue only for qualifying originators.
Filter by Zapieror swap with your favorite app
3.Looks up owner and account ids
Integrate Formatter by Zapier and lookup tables to return owner id and account id so records can be assigned.
Formatter by Zapieror swap with your favorite app
4.Finds or creates contact
Integrate Salesforce and CRM workflows to find or create Contact, then assign contact ownership and account links.
Salesforceor swap with your favorite app
5.Creates loan custom object
Integrate Salesforce and record creation to create loan custom object fields, link to the contact, and set initial status.
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Accelerate loan application processing with automated intake routing, document collection, and status updates
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