1.Pull extension request fields
Integrate Notion and data mapping tools to pull submitted form fields and attachment links to prepare extension variables.
Create loan extension summary and update deal record
Automatically monitor new extension request submissions across Notion and HubSpot and Formatter by Zapier and ChatGPT (OpenAI). Create and update when loan reference matches, extension request includes attachments or formatted dates produce a complete summaryβso you can update deal notes, create internal engagement notes, and document timeline context without manual data entry.
How this automation accelerates extension updates your team
When a new extension request submission lands in Notion, delays can slow reviews and increase rework. This automation pulls request details and looks up deal fields, then formats dates and generates a plain-text summaryβso your team can update deal records with complete notes.
Notionor swap with your favorite app
2.Find matching deal record
Integrate HubSpot and CRM search to find the deal by loan reference to retrieve key deal fields for the summary.
HubSpotor swap with your favorite app
3.Normalize dates and addresses
Integrate Formatter by Zapier and data formatting tools to standardize maturity and current dates and address text for valuation.
Formatter by Zapieror swap with your favorite app
4.Generate plain-text extension summary
Integrate ChatGPT (OpenAI) and prompt generation tools to convert submission and deal fields into a single plain-text summary.
ChatGPT (OpenAI)or swap with your favorite app
5.Update deal notes and engagement
Integrate HubSpot and CRM notes tools to update extension notes and create an internal engagement note with the full summary.
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Simplify loan servicing with automated payment tracking, borrower updates, and servicing alerts
Set up in minutes
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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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