1.Monitors new loan card
Integrate BrokerEngine and loan intake forms to detect new loan card submissions so you can kick off processing.
Create nurture contact and deal from new loan card
Automatically watch for new loan card submissions across BrokerEngine and marketing workflows in ActiveCampaign. Create and update when primary email is present, when intake flag is missing, or when new cards are createdβso you can onboard applicants, build linked deals, and keep tags current without manual follow-up.
How this automation creates linked follow-up from each application
When new loan card submissions arrive, delays can slow marketing outreach and broker action. This automation creates or updates contacts and creates linked deal records in ActiveCampaign so your team can move applications forward without chasing details.
BrokerEngineor swap with your favorite app
2.Waits 5 minutes
Integrate Zapier delay and automation timing tools to wait briefly before writing records so you can avoid duplicate updates.
Delay by Zapieror swap with your favorite app
3.Filters qualifying submissions
Integrate Zapier filters and form validation tools to continue only when primary email exists and intake flag is missing.
Filter by Zapieror swap with your favorite app
4.Creates or updates contact
Integrate ActiveCampaign and marketing lists to create or update contacts so you can add applicants to the configured list.
ActiveCampaignor swap with your favorite app
5.Creates linked deal
Integrate ActiveCampaign and deal records to create linked deals so you can assign group, stage, and custom fields.
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Explore all loan application processing automations
Accelerate loan application processing with automated intake routing, document collection, and status updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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