1.Detects new extension submission
Integrate Jotform, form capture, and loan intake workflows to trigger review task creation for extension submissions.
Create review task for loan extension file submissions
Automatically monitor new loan extension form submissions across Jotform and your loan review workflow. Create and update review tasks when extension submissions arrive, files finish processing, or loan references are missingβso you can prioritize intake, link stored files, and avoid manual triage.
How this automation prioritizes your review tasks
When loan extension submissions arrive without fast intake routing, reviews stall and files get harder to find. This automation adds a processing hold, stores files in the right folder, and creates review tasksβso your team can act quickly.
Jotformor swap with your favorite app
2.Adds a processing hold
Integrate Delay by Zapier and automation timing to wait briefly for file processing to complete.
Delay by Zapieror swap with your favorite app
3.Finds or creates loan folder
Integrate Google Drive and document storage to locate or create the loan-level folder to store submission files.
Google Driveor swap with your favorite app
4.Finds loan item by reference
Integrate monday.com and task boards to search by loan reference and return matching intake fields for review routing.
monday.comor swap with your favorite app
5.Parses borrower details
Integrate Code by Zapier and data parsing tools to extract borrower email and normalized borrower name for task mapping.
Code by Zapieror swap with your favorite app
6.Creates intake task and status
Integrate monday.com and CRM-style records to create an intake item, map fields, and set status to NEW Submission.
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Simplify loan servicing with automated payment tracking, borrower updates, and servicing alerts
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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