1.Monitor new lender and milestone emails
Integrate Gmail and email keyword searches to detect lender and milestone messages and to map subject and HTML body into the workflow payload.
Send loan milestone emails to operations and loan officers
Automatically detect lender and milestone messages across Gmail. Get instant alerts when lender messages arrive, milestone keywords match, or wire requests appearβso you can forward labeled emails, route recipients, and preserve attachments without manual sorting.
How this automation forwards loan milestone updates
When milestone emails stay buried in inboxes, operations miss time-sensitive next steps. This automation monitors lender messages and forwards filtered, labeled milestone emails to loan ops and loan officersβso your team can respond faster.
Gmailor swap with your favorite app
2.Filter qualifying milestone messages
Integrate Filter by Zapier and keyword rules to continue only for records whose subject or body contains qualifying milestone keywords.
Filter by Zapieror swap with your favorite app
3.Send labeled milestone emails
Integrate Gmail and email recipient lists to send labeled milestone emails with the original HTML body and attachments.
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