1.Catch incoming tracker payload
Integrate Webhooks by Zapier to receive the incoming tracker update and extract core source fields to fuel the workflow
Sync loan updates to lead tracker and CRM
Automatically catch incoming loan tracker updates across Webhooks by Zapier, Google Sheets, and Zapier Tables. Create and update when loan status changes, milestone dates update, or borrower contact fields arriveβso you can refresh lead records, push endpoint updates, and avoid manual data entry.
How this automation keeps your loan lead tracker current
When incoming tracker payloads arrive, delays can cause stale borrower status in your pipeline. This automation extracts loan fields and updates your central lead recordβso your team can act on current loan milestones without manual reentry.
Webhooks by Zapieror swap with your favorite app
2.Lookup originator or loan officer
Integrate Google Sheets and spreadsheet lookups to find the matching row and map the lookup result to the endpoint fields
Google Sheetsor swap with your favorite app
3.Send loan update to endpoint
Integrate Webhooks by Zapier and request mapping to send a PUT payload with borrower and loan details to the loan officer endpoint
4.Find lead record by phone
Integrate Zapier Tables and table search to find the existing lead sync record using borrower phone as the match key
Zapier Tablesor swap with your favorite app
5.Update lead record with latest status
Integrate Zapier Tables and record updates to map status, milestone dates, email, and intake timestamp into the found record
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Explore all loan servicing automations
Simplify loan servicing with automated payment tracking, borrower updates, and servicing alerts
Set up in minutes
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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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