1.Runs the daily sweep
Integrate Schedule by Zapier and automation tools to trigger the daily flow cadence and start enrichment.
Update loan records daily with retrieved milestone data
Automatically monitor the daily schedule across Schedule by Zapier and loan milestone enrichment apps. Create and update loan records when missing milestone data is found, appraisal estimates refresh, or completion dates changeβso you can keep milestones current, trigger segmentation, and avoid manual cleanup.
How this automation enriches your loan milestones
When the daily sweep runs, stale loan rows can linger and downstream teams miss updated milestone signals. This automation finds records with missing IDs, fetches milestone data, reshapes and standardizes fields, and updates your table and marketing webhookβso your team can act on fresh milestones.
Schedule by Zapieror swap with your favorite app
2.Finds records with empty loan IDs
Integrate Zapier Tables and data lookup tools to find loan rows where the configured loan ID field is empty.
Zapier Tablesor swap with your favorite app
3.Loops over QR reference values
Integrate Looping by Zapier and automation tools to loop through extracted QR or reference values for enrichment.
Looping by Zapieror swap with your favorite app
4.Gets loan payload by reference id
Integrate Webhooks by Zapier and API tools to GET loan payloads and return structured groups for milestones and values.
Webhooks by Zapieror swap with your favorite app
5.Reshapes milestone arrays to name date pairs
Integrate Code by Zapier and transformation tools to reshape milestone arrays into name to date pairs.
Code by Zapieror swap with your favorite app
6.Standardizes completion dates
Integrate Formatter by Zapier and date formatting tools to standardize completion dates for consistent updates.
Formatter by Zapieror swap with your favorite app
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Simplify loan servicing with automated payment tracking, borrower updates, and servicing alerts
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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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