LoanOfficer.ai Integrations
Put LoanOfficer.ai to work with AI and enterprise-grade automation
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Facebook Lead Ads
Ads & Conversion, Facebook
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Marketing Automation
Wufoo
Forms & Surveys
Gravity Forms
Forms & Surveys, WordPress
Eventbrite
Event Management
WebinarKit
Marketing
Facebook Lead Ads
Ads & Conversion, Facebook
roomvu
Marketing Automation
Rabbu
Sales & CRM
LeadConnector
Marketing Automation
Jotform
Forms & Surveys
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Borrower IDRequired
- CampaignsRequired
ActionWrite- Contact IDRequired
- Partner First Name
- Partner Last Name
- Partner Email
- Partner Phone
- Partner Company
- Partner Role
- Partner First Name
- Partner Last Name
- Partner Email
- Partner Phone
- Partner Company
- Partner Role
ActionWrite- First NameRequired
- Last Name
- Email
- Phone
- Company
- Partner Industry
- Date of Birth
- Website URL
- Address
- State
- City
- Zip Code
- Do Not Distub
- Tags
- Owner
- Followers
- Source
- Status
- Campaigns
- Timezone
- Custom Fields
ActionWrite- IDRequired
- MessageRequired
- SubjectRequired
- CC
- Attachment UrlsRequired
ActionWrite
- Partner IDRequired
- CampaignsRequired
ActionWrite- First NameRequired
- Last Name
- Email
- Phone
- Date of Birth
- Social Security Number
- Employer Name
- Job Title
- Credit Score
- Credit Score Date
- Gross Annual Income
- Address
- State
- City
- Zip Code
- Coborrower First Name
- Coborrower Last Name
- Coborrower Email
- Coborrower Phone
- Coborrower Date of Birth
- Coborrower Social Security Number
- Coborrower Employer Name
- Coborrower Job Title
- Coborrower Credit Score
- Coborrower Credit Score Date
- Coborrower Gross Annual Income
- Coborrower Address
- Coborrower State
- Coborrower City
- Coborrower Zip Code
- Do Not Distub
- Tags
- Owner
- Followers
- Source
- Status
- Type
- Mortgage Type
- Mortgage Address
- Mortgage City
- Mortgage State
- Mortgage Zip Code
- Mortgage Monthly Debts
- Mortgage Debt To Income
- Loan Offer Name
- Loan Notes
- Loan Amount
- Loan Balance Remaining
- Loan Balance Remaining Date
- Loan Interest Rate
- Loan Term
- Loan Start Date
- Loan Total Payment
- Loan Total Monthly Payment
- Loan Additional Monthly Payment
- Loan Estimated Closing Costs
- Loan Estimated Prepaid Items
- Loan Other Estimates
- Loan Homeowners Insurance
- Loan Taxes
- Loan Mortgage Insurance
- Loan Other
- Loan Down Payment
- Loan Purchase Price
- Loan Commission Value
- Loan Lender
- Loan Type
- Loan Pipeline
- Loan Stage Id
- Arive Loan ID
- Contact Notes
- Loan Stage Name (Arive)
- Campaigns
- Timezone
- Custom Fields
- Partner First Name
- Partner Last Name
- Partner Email
- Partner Phone
- Partner Company
- Partner Role
- Partner First Name
- Partner Last Name
- Partner Email
- Partner Phone
- Partner Company
- Partner Role
ActionWrite- Contact IDRequired
- Partner IDsRequired
ActionWrite- IDRequired
- MessageRequired
- Attachment Url
ActionWrite
For builders
Let your AI safely access LoanOfficer.ai
Go beyond Zap workflows. Install Zapier in your AI to call LoanOfficer.ai actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in LoanOfficer.ai from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose LoanOfficer.ai actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a LoanOfficer.ai connection @ https://zapier.com/de/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "dev-loanofficerai", owner: "me" });
await zapier.runAction({
app: 'dev-loanofficerai',
action: 'addBorrowerToCampaigns',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
LoanOfficer.ai Help & Support
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