1.Catch incoming loan status update
Integrate Webhooks by Zapier to receive the loan status payload and extract loan identifier fields for processing.
Update loan tracker rows from incoming status updates
Automatically catch loan status payloads across Webhooks by Zapier and Microsoft Excel. Create and update workbook rows and convert status codes into labels and formatted key datesβso you can avoid manual spreadsheet updates.
How this automation updates your loan tracker
When loan status updates arrive without consistent row matching, reporting lags and key dates go out of date. This automation catches status payloads, filters and formats fields, and updates your Microsoft Excel loan trackerβso your team stays current.
Webhooks by Zapieror swap with your favorite app
2.Filters qualifying loan records
Integrate Filter by Zapier to check the payload and continue only when the loan ID and required fields qualify.
Filter by Zapieror swap with your favorite app
3.Lookup and format status and dates
Integrate Formatter by Zapier to convert status codes into labels and reformat key dates to MM/DD/YYYY.
Formatter by Zapieror swap with your favorite app
4.Find row and update loan tracker
Integrate Microsoft Excel to match rows by loan ID and update status and date columns in the master workbook.
Microsoft Excelor 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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