1.Catches loan update payload
Integrate Webhooks by Zapier, loan data mapping tools, and parsing logic to parse payload fields and prepare contact data.
Create past client CRM records from funded loans
Automatically monitor loan record updates across Webhooks by Zapier and your CRM. Create or update Past Client borrower and related contact records when funded or commission paid, so you can launch campaigns without manual reporting.
How this automation creates your past client records
When loan statuses move to funded or commission paid states, delays can block campaign readiness. This automation catches loan updates, filters qualifying post-close events, and creates or updates borrower and related contact recordsβso your team can act on intent fast.
Webhooks by Zapieror swap with your favorite app
2.Checks qualifying loan status
Integrate Filter by Zapier, condition rules tools, and workflow gating to continue only for funded and commission paid post-close events.
Filter by Zapieror swap with your favorite app
3.Creates or updates primary contact
Integrate Follow Up Boss, CRM notes tools, and contact field mapping to create or update the borrower contact and store loan metadata.
Follow Up Bossor swap with your favorite app
4.Creates or updates related contacts
Integrate Follow Up Boss, CRM enrichment tools, and milestone fields to create co-borrower and agent contacts and set Past Client stage.
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