1.Catches new-loan payload
Integrate Webhooks by Zapier and data parsing tools to extract loan intake fields to update your tracker.
Update loan tracker and sheet for new loans
Automatically catch new-loan intake payloads across Webhooks by Zapier, Zapier Tables, and Google Sheets. Create and update when loan references arrive, statuses change, or key dates updateβso you can refresh table records, update spreadsheet rows, and keep loan processing current without manual tracking.
How this automation updates loan visibility
When new-loan payloads arrive, loan status can lag and processors work with outdated information. This automation finds table records and updates them plus the spreadsheet rowβso your team can keep loan tracking current.
Webhooks by Zapieror swap with your favorite app
2.Finds matching table record
Integrate Zapier Tables and database lookup tools to search for a matching loan reference and submission ID to locate records.
Zapier Tablesor swap with your favorite app
3.Creates or updates loan record
Integrate Zapier Tables and record mapping tools to create or update the loan record fields to keep status and dates current.
4.Updates spreadsheet row
Integrate Google Sheets and spreadsheet update tools to update the matching row or append a new row to maintain processor visibility.
Google Sheetsor 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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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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