1.Triggers on new lead form submissions
Integrate Facebook Lead Ads and data extraction to capture new lead submissions and deliver a generic applicant payload.
Send new loan lead details to underwriting inbox
Automatically monitor each new form submission from Facebook Lead Ads and deliver applicant summaries across Formatter by Zapier, Filter by Zapier, and Gmail. Get instant alerts when lead form submitted, new loan lead captured, or applicant details receivedβso you can email underwriting, standardize payloads, and avoid manual triage.
How this automation speeds up underwriting triage
When new loan lead form submissions arrive, incomplete records and formatting issues can delay underwriting review. This automation normalizes applicant fields and filters incomplete submissions, then sends email to your underwriting inboxβso your team can triage faster.
Facebook Lead Adsor swap with your favorite app
2.Normalizes applicant payload fields
Integrate Formatter by Zapier and data formatting tools to normalize phone to E.164 and standardize requested amount values.
Formatter by Zapieror swap with your favorite app
3.Skips incomplete applicant submissions
Integrate Filter by Zapier and validation rules to continue only when required applicant fields are present.
Filter by Zapieror swap with your favorite app
4.Sends email to underwriting inbox
Integrate Gmail and email templates to send a formatted message with applicant name, contact, requested amount, and notes.
Gmailor swap with your favorite app
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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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