1.Monitors stage changed events
Integrate BrokerEngine to capture stage-changed signals and pass application identifiers to the workflow.
Create loan milestone rows from stage changes for teams
Automatically monitor loan stage changed events across BrokerEngine and loan servicing trackers. Create and update milestone rows when stage transitions occur, priority milestones change, or application stages shiftβso you can find matching records, normalize milestone dates, and keep the spreadsheet current without manual tracking.
How this automation standardizes your milestone tracker
When loan stage changes happen outside a shared view, milestone progress gets out of sync and teams miss key handoffs. This automation captures stage events, looks up application records, formats milestone fields, and adds standardized rowsβso your team can see progress instantly.
BrokerEngineor swap with your favorite app
2.Finds application record by ID
Integrate Zapier Tables and database lookup tools to find the matching record by application identifier.
Zapier Tablesor swap with your favorite app
3.Normalizes milestone fields
Integrate Formatter by Zapier and data formatting tools to normalize stage dates and status labels into milestone fields.
Formatter by Zapieror swap with your favorite app
4.Adds milestone tracker row
Integrate Google Sheets and spreadsheet tracking tools to create a milestone row with stage and broker details.
Google Sheetsor swap with your favorite app
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Explore all loan servicing automations
Simplify loan servicing with automated payment tracking, borrower updates, and servicing alerts
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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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