1.Catches new loan application payload
Integrate Webhooks by Zapier to capture the new loan application payload and application reference and contacts for dedupe.
Create mortgage lead items from new loan applications
Automatically monitor new loan application payloads across Webhooks by Zapier and monday.com. Create and update prospect board records when loan applications arrive or intake statuses qualify or application references changeβso you can create mapped lead items, standardize fields, and update your board without manual data entry.
How this automation creates mapped prospect items
When new loan application payloads arrive, delays can leave leads untracked across your pipeline. This automation captures intake data, filters qualifying submissions, formats loan fields, and upserts prospect items on your boardβso your team can act faster on new applications.
Webhooks by Zapieror swap with your favorite app
2.Filters qualifying intake statuses
Integrate Filter by Zapier and workflow conditions to continue only for configured intake or preapproved statuses.
Filter by Zapieror swap with your favorite app
3.Formats loan status and property fields
Integrate Formatter by Zapier and lookup tables to map loan status codes, property type, occupancy, and lien positions to labels.
Formatter by Zapieror swap with your favorite app
4.Finds existing prospect by reference
Integrate monday.com and board search to find an existing item by application reference or fallback borrower email.
monday.comor swap with your favorite app
5.Creates or updates prospect item
Integrate monday.com to create a new item or change multiple columns values mapped from transformed loan details.
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Accelerate loan application processing with automated intake routing, document collection, and status updates
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