1.Catch incoming loan event
Integrate Webhooks by Zapier and data mapping tools to capture each new loan payload and map loan and borrower variables.
Create new loan application items on prospect board
Automatically capture each new loan application payload and map borrower details across Webhooks by Zapier and monday.com. Create and update prospect board items when a loan event comes in β so you can triage faster, enrich borrower context, and reduce manual data entry without reporting delays.
How this automation creates prospect items for faster triage
When incoming loan events arrive without a board update, triage stalls and borrower context stays out of sync. This automation captures loan payloads and normalizes details, then finds items and creates or updates prospect board recordsβso your team can act quickly without manual rekeying.
Webhooks by Zapieror swap with your favorite app
2.Normalize loan application fields
Integrate Formatter by Zapier and address formatting tools to standardize phone, format address fields, and output normalized variables.
Formatter by Zapieror swap with your favorite app
3.Find prospect board item
Integrate monday.com and database search tools to find a board item by loan ID column and return the matching item id.
monday.comor swap with your favorite app
4.Create or update prospect item
Integrate monday.com and workflow automation to create or update item columns, setting status and borrower fields from mapped variables.
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Accelerate loan application processing with automated intake routing, document collection, and status updates
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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