1.Receives status payload
Integrate Webhooks by Zapier and webhook routing to catch incoming loan-status payloads.
Update loan status rows and add CRM status notes
Automatically capture incoming loan status payloads across Webhooks by Zapier and Google Sheets. Create and update when statuses change, activity dates update, or report rows match an Application IDβso you can append audit rows, refresh status in the report, and add CRM notes without manual follow-up.
How this automation updates your loan status records
When loan status payloads arrive late, report rows and CRM context go out of sync. This automation creates audit rows, looks up and updates the report, and generates Follow Up Boss notesβso your team can keep servicing current.
Webhooks by Zapieror swap with your favorite app
2.Appends audit row
Integrate Google Sheets and audit logging to map status fields and append an audit row.
Google Sheetsor swap with your favorite app
3.Looks up report row
Integrate Google Sheets and report search to find the matching record by Application ID.
4.Updates report row
Integrate Google Sheets and data mapping to update status and borrower and agent fields.
5.Generates note template
Integrate Formatter by Zapier and templating to translate status and activity into note text.
Formatter by Zapieror swap with your favorite app
6.Creates CRM note
Integrate Follow Up Boss and CRM notes to create recipient-ready notes only when text is non-empty.
Follow Up Bossor 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
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