1.Monitors approved terms submissions
Integrate Gravity Forms and form workflows to map approved submission data to signer fields for sending credit authorization packets.
Send signed loan and credit packets to borrowers
Automatically monitor approved terms form submissions across Gravity Forms, Paths by Zapier, and DocuSign. Automatically send credit authorization and loan application envelopes when terms approved, co-borrower selected, or borrower email submitted—so you can collect signatures, reduce follow-up, and route packets without manual paperwork.
How this automation accelerates signed loan packets
When signed packets stay stuck between inboxes and spreadsheets, processing delays approvals and borrower timelines slip. This automation sends credit authorization and loan application envelopes and routes recipients automatically—so your team can move to underwriting faster.
Gravity Formsor swap with your favorite app
2.Branches by co-borrower presence
Integrate Paths by Zapier and workflow branching tools to route to borrower-only or borrower and co-borrower signing paths.
Paths by Zapieror swap with your favorite app
3.Sends credit authorization envelope
Integrate DocuSign and eSignature workflows to send the credit authorization envelope to signers by email.
Docusignor swap with your favorite app
4.Sends loan application envelope
Integrate DocuSign and document automation tools to send the loan application envelope and place form fields into tabs.
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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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