1.Catches lead payload
Integrate Webhooks by Zapier and lead intake tools to capture recipient email, contact name, summary link, and access credentials.
Send mortgage proposals and access details to applicants
Automatically catch new mortgage lead payloads across Webhooks by Zapier, Formatter by Zapier, and Gmail. Build HTML proposal emails and send access details when valid recipient emails arrive—so you can personalize outreach, deliver credentials, and avoid manual follow-up paperwork.
How this automation delivers proposals with access details
When new lead data arrives without timely sending, applicants wait for access details and proposals go stale. This automation catches lead payloads, builds HTML proposal emails, and sends them via Gmail—so your team delivers information fast.
Webhooks by Zapieror swap with your favorite app
2.Builds HTML email body
Integrate Formatter by Zapier and email template tools to compose a personalized HTML proposal email from mapped fields.
Formatter by Zapieror swap with your favorite app
3.Sends proposal email
Integrate Gmail and email delivery tools to send the composed HTML message with a CTA link and credential table.
Gmailor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: LendingPad, Filter by Zapier, Formatter by Zapier, myHomeIQ, GmailSwap with your favorite apps.
Add funded loan homeowners to lead list and notify officer
Your funded loans don’t generate homeowner leads in your marketing roster, leaving account managers without onboarding context or cross-sell signals. Add the homeowner as a lead and email the loan officer so outreach happens same day.
- Apps: Snowflake, Pipedrive, SlackSwap with your favorite apps.
Add mortgage pre‑payment notes to CRM deals daily
Your mortgage payment notes sit in the data warehouse and aren't visible to deal owners, delaying funding and outreach. The workflow writes notes to the matching deal so owners see context same day.
- Apps: Finmo, Formatter by Zapier, Code by Zapier, PipedriveSwap with your favorite apps.
Create CRM lead and mortgage deal from application
Your submitted mortgage applications don't create CRM contacts, leaving advisors without contact context. Create person and deal entries so advisors can start outreach same day.
- Apps: Finmo, Pipedrive, Code by Zapier, Microsoft OutlookSwap with your favorite apps.
Create deal and book review tasks from application
Unstructured mortgage applications delay agent follow-up and force CRM entry. It creates contact and deal records, schedules review and fraud tasks, and gets files ready for team action same day.
- Apps: Jotform, Airtable, Webhooks by Zapier, Google SheetsSwap with your favorite apps.
Create eligibility records from form responses and AVM
Your eligibility form submissions arrive without structured records, stalling AVM valuation and manual review. The workflow creates records with AVM results and routes exceptions for review same day.
- Apps: Webhooks by Zapier, Filter by Zapier, Google SheetsSwap with your favorite apps.
Create lead rows from incoming mortgage submissions for broker follow-up
Your mortgage lead submissions arrive unstandardized and scattered, leaving brokers without a single prospect record to act on. Capture structured lead rows into shared trackers so brokers can review and act same day.
- Apps: Google Sheets, Filter by Zapier, SalesforceSwap with your favorite apps.
Create mortgage compensation record from sheet row for promo
Your promo spreadsheet rows leave mortgage compensation unrecorded, delaying broker payments and lender reporting. It creates compensation records and updates mortgages for same-day billing.
- Apps: Typeform, Azure OpenAI, Formatter by Zapier, Airtable, Webhooks by ZapierSwap with your favorite apps.
Create mortgage intake records from long form applications
Your mortgage form submissions include messy addresses and inconsistent formatting, causing manual intake delays. You receive validated intake records ready for underwriting within minutes.
- Apps: Typeform, LeadConnectorSwap with your favorite apps.
Create mortgage lead and opportunity from form
Your mortgage form leads arrive without structured loan context, leaving loan officers underprepared and follow-ups delayed. Capture each applicant as a contact and opportunity so your loan team can follow up same day.
- Apps: Pipedrive, Formatter by ZapierSwap with your favorite apps.
Create post funding deal and add follow up task fast
When a closed mortgage deal lacks a post-funding record, servicing and compliance handoffs stall. Create the post-funding deal and follow-up activity so brokers can begin servicing same day.
- Apps: Webhooks by Zapier, Looping by Zapier, Code by Zapier, Zapier TablesSwap with your favorite apps.
Create retention entries when mortgage cases are completed
Your completed mortgage cases lack retention tracking, so one-month reviews slip. This creates centralized retention records so managers can schedule outreach before the one-month mark.
- Apps: Webhooks by Zapier, Code by Zapier, Google Sheets, ScreenshotOne, LevSwap with your favorite apps.
Create scored mortgage leads and generate quote screenshot
Your mortgage leads often arrive unscored or without clean contact and property details, slowing loan officer follow-up. Receive scored leads and a quote snapshot so officers can act within minutes.
- View all
Explore all mortgage management automations
Accelerate mortgage workflows with automated status tracking, document routing, and borrower follow-up
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.