1.Detect new intake file in folder
Integrate Google Drive and file storage to extract the intake file details and start the workflow for each new signed credit decision.
Move signed credit decisions and update application records
Automatically monitor new file in folder events across Google Drive. Create and update application records and move signed credit decision PDFs when signed PDF uploads, case file added, or decision document arrivesβso you can extract reference codes, update completed statuses, and route files without manual recordkeeping.
How this automation protects loan servicing records
When new files are added to your intake folder, manual status updates lag and case PDFs can land in the wrong place. This automation extracts reference codes, looks up and updates matching rows, and moves signed PDFs to the correct case folderβso your team can keep records accurate.
Google Driveor swap with your favorite app
2.Extract case or reference code
Integrate Formatter by Zapier and text parsing to split the file title and map it to an extracted code for lookup.
Formatter by Zapieror swap with your favorite app
3.Lookup matching loan row by code
Integrate Google Sheets and spreadsheet lookups to find the configured loan row using the extracted code and qualify it.
Google Sheetsor swap with your favorite app
4.Update application record status
Integrate Google Sheets and status tracking to update the matching row to a completed value and write the folder link field.
5.Find folder and move signed PDF
Integrate Google Drive and document filing to search the target case folder title and move the signed PDF to it.
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Simplify loan servicing with automated payment tracking, borrower updates, and servicing alerts
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