1.Detects new loan created
Integrate Your loan origination system and CRM tools to trigger when a new loan is created to start prospect entry.
Create CRM prospect from new loan files and assign owner
Automatically monitor new loan created events across Your loan origination system and CRM inputs. Create and update prospect records when borrower details arrive or matchβso you can assign loan officers, route leads to the right stage, and contact borrowers without manual data entry.
How this automation assigns loan officers fast
When a new loan file lands but fields and ownership stay unentered, leads stall and borrowers miss timely outreach. This automation extracts borrower names, searches or creates prospects, and assigns the mapped loan officerβso your team can follow up immediately.
Rigior swap with your favorite app
2.Extracts borrower first name
Integrate Code by Zapier, data parsing tools, and normalization logic to extract the borrower first name to normalize name fields.
Code by Zapieror swap with your favorite app
3.Searches prospect by email and phone
Integrate Bonzo, contact matching tools, and CRM data rules to search prospects by email and phone to continue only qualifying records.
BONZOor swap with your favorite app
4.Finds or creates loan officer mapping
Integrate Zapier Tables, lookup logic, and CRM user records to map the loan officer email to a CRM user id to create missing mappings.
Zapier Tablesor swap with your favorite app
5.Creates prospect and assigns owner
Integrate Bonzo and CRM pipeline tools to create the prospect in the configured stage and assign the mapped owner to route outreach.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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.
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