1.Captures loan status update
Integrate Webhooks by Zapier and CRM data extraction to receive a loan status update and extract partner contact blocks to populate deal references.
Update mortgage deal contacts for key loan milestones
Automatically catch loan status updates across Webhooks by Zapier and Zoho CRM. Create and update when underwriting submitted, approved with conditions, or clear to close—so you can create partner contacts, update deal lookup fields, and keep milestone references current without manual CRM updates.
How this automation updates your deal contact references
When a loan status update comes in, missing or outdated partner references can slow milestone progress. This automation routes qualifying milestones and finds or creates partner records and updates deal lookup fields—so your team can keep deals connected to the right partners.
Webhooks by Zapieror swap with your favorite app
2.Checks configured milestone status
Integrate Paths by Zapier to check loan status against configured qualifying milestones and continue only when the milestone matches.
Paths by Zapieror swap with your favorite app
3.Finds or creates partner contact
Integrate Zoho CRM to match partner emails and create or update partner module entries so deal lookups point to the right records.
Zoho CRMor swap with your favorite app
4.Updates deal lookup fields
Integrate Zoho CRM to find the deal by loan reference and update deal lookup fields with partner record IDs to save the change.
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