1.Captures new intake response
Integrate Heyflow to trigger mapping of each intake submission to normalized application inputs.
Create loan application and contact records from intake form
Automatically monitor new intake form submissions across Heyflow, Code by Zapier (Python), HubSpot, and Microsoft Outlook. Create and update application records when intake submissions land, form response errors occur, or contacts fail to matchβso you can protect processing, speed up record setup, and alert ops without manual follow-up.
How this automation accelerates loan application processing
When intake submissions arrive without normalized data, delays can stall decisions and manual data entry causes errors. This automation parses application fields and creates and updates HubSpot application and contact records, then emails ops on failuresβso your team can move faster.
Heyflowor swap with your favorite app
2.Parses intake fields with Python
Integrate Code by Zapier (Python) to parse address parts and convert price and budget fields to numeric values.
Code by Zapieror swap with your favorite app
3.Creates application custom object
Integrate HubSpot to create an application custom object with formatted address, numeric values, and planned close date.
HubSpotor swap with your favorite app
4.Finds or creates borrower and broker contacts
Integrate HubSpot to match contacts by email, create new contacts on no match, and return contact IDs.
5.Associates contacts and updates mailing address
Integrate HubSpot to link contacts to the application record and update contact mailing address fields.
6.Sends failure alert to operations
Integrate Microsoft Outlook to send an ops email when create or associate errors occur, including the submission reference.
Microsoft Outlookor 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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