1.Retrieves application record
Integrate HubSpot and CRM lookups to retrieve the application record details for processing.
Send overdue signature reminder to borrower and team
Automatically monitor custom object stage updates across HubSpot. Automatically send overdue signature reminders when application moves into overdue signature, pipeline stage changes, or signature deadlines require follow-upβso you can email borrowers, CC the advisor team, and log deadlines without manual follow-up.
How this automation protects signature timelines in your loan records
When custom object stage updates leave signatures unattended, deadlines slip and borrowers stall. This automation retrieves application details and gathers advisor CCs, calculates a deadline, sends the reminder email, and updates the HubSpot recordβso your team can reduce manual follow-up.
HubSpotor swap with your favorite app
2.Finds associated advisor team
Integrate HubSpot and association queries to find associated advisor contacts for CC collection.
3.Builds CC list from contacts
Integrate Looping by Zapier and contact lookups to build a single CC list using Digest by Zapier.
Looping by Zapieror swap with your favorite app
4.Calculates signing deadline
Integrate Code by Zapier and date logic to calculate the signing deadline from the approval date.
Code by Zapieror swap with your favorite app
5.Formats and sends reminder email
Integrate Formatter by Zapier, Gmail, and HubSpot to send the HTML reminder email and update the record.
Formatter by Zapieror 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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