1.Detects Podio item updates
Integrate Podio and case tracking tools to watch for item updates and to pull key case fields.
Send mortgage registered notice and commission alert to team
Automatically monitor item updates across Podio for registered loan case fields. Get instant email alerts when item updated, status moves into registered, or referral flag appearsβso you can send external notices, send commission reminders, and include archive instructions without manual follow-up.
How this automation protects commissions and post-close work
When loan cases move into registered status, delays can stall post-close work and referral payouts. This automation watches Podio item updates, filters for qualifying statuses and referral flags, and sends customer and broker emails plus internal commission remindersβso your team can act fast.
Podioor swap with your favorite app
2.Checks qualifying status values
Integrate Filter by Zapier and workflow filters to continue only for qualifying registered status values.
Filter by Zapieror swap with your favorite app
3.Sends customer and broker email
Integrate SendGrid and email delivery services to send mapped customer and broker emails with archive instructions.
SendGridor swap with your favorite app
4.Verifies broker referral flag
Integrate Filter by Zapier and workflow filters to continue only when the broker referral flag is present.
5.Sends internal commission reminder
Integrate SendGrid and notification routing tools to email the commissions inbox with a referral payout reminder.
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Simplify loan servicing with automated payment tracking, borrower updates, and servicing alerts
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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