New Integration: Manage Your Mortgage Brokerage Firm Using Mercury Connect

As a mortgage broker, you truly do it all. Between running loan calculations and scenarios, managing your client database, and managing risk, finding a software that keeps up with your day-to-day can feel nearly impossible.

Mercury Connect is a software platform for mortgage brokers that provides you with all the tools you need, in a single dashboard. Use Mercury's intuitive calculation tools to quickly run borrowing capacity reports and loan comparison analysis or rely on the extensive CRM to easily manage your client database. Plus, you can build your database and grow your business using their email marketing capabilities.

Mercury Connect now integrates with 1,000+ apps via Zapier, so you can streamline all of your brokerage’s tasks.

How Mercury Connect Works with Zapier

Triggers

• Deleted Person: Triggers when a person is deleted.
• Deleted Opportunity: Triggers when an opportunity is deleted.
• Updated Person: Triggers when a person is updated.
• Updated Opportunity: Triggers when an opportunity is updated.
• New Opportunity: Triggers when an opportunity is created.
• New Person: Triggers when a person is created.

Searches

• Find a Person: Search for a person based on various criteria. Optionally, create one if none are found.
• Find an Opportunity: Search for an opportunity based on various criteria. Optionally, create one if none are found.

Actions

• Attach a Person to an Opportunity: Attaches an existing person to an opportunity.
• Create Person: Creates a new person.
• Update an Opportunity: Updates an existing opportunity.
• Update a Person: Updates an existing person.
• Create Opportunity: Creates a new opportunity.

Automation Inspiration

Get started with these sample Zaps:

Create Opportunities in Mercury Connect

Add Contacts to Your Database

How to Automate Mercury Connect with Zapier

1. Sign up for a Mercury Connect account, and make sure you have a Zapier account

2. Try some pre-made Mercury Connect integrations and learn more about how Mercury Connect works with Zapier

3. Check out our Mercury Connect help documentation for details on connecting your account and setting up your first Zap

4. Or login and build a custom workflow with Mercury Connect and Zapier

New to Zapier? It's a tool that helps anyone connect apps and automate workflows - without any complicated code. Sign up for free to use Mercury Connect with Zapier.