1.Detect updated box
Integrate Streak and CRM data to watch for updated box triggers that initiate preapproval processing.
Create preapproval letter and email borrower and agent
Automatically detect loan record updates across Streak and generate preapproval letters for borrower and agent outreach. Create and attach preapproval PDFs and send emails when preapproval is requested, box status changes, or key fields updateβso you can generate documents, deliver copies, and reduce manual paperwork.
How this automation accelerates preapproval letters
When a loan record is updated to request a preapproval letter, delays can stall approvals and frustrate borrowers. This automation formats fields, generates a templated PDF, and sends the email with the PDF attachmentβso your team can respond faster and keep communications consistent.
Streakor swap with your favorite app
2.Formats fields and calculates expiration
Integrate Formatter by Zapier and date tools to format amounts, map timestamps, and calculate expiration date.
Formatter by Zapieror swap with your favorite app
3.Exports preapproval PDF from template
Integrate Google Docs and document templates to export a preapproval letter as a PDF and return an export link.
Google Docsor swap with your favorite app
4.Sends email with PDF attachment
Integrate Microsoft Outlook and email delivery to send borrower and agent emails with the exported PDF as an attachment.
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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