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Mortgage iQ logo
Mortgage iQ logo

Mortgage iQ Integrations

CRM (Customer Relationship Management)

Put Mortgage iQ to work with AI and enterprise-grade automation

Automate smarter with Mortgage iQ and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 9,000+ apps, 450+ AI tools
  • Free tier available
Mortgage iQ logoMortgage iQ logo
Or pick an app to pair with
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Integrate Facebook Lead Ads with Mortgage iQIntegrate Facebook Lead Ads with Mortgage iQ
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Microsoft Excel with Mortgage iQIntegrate Microsoft Excel with Mortgage iQ
Microsoft Excel
Microsoft, Spreadsheets
Integrate Zoho CRM with Mortgage iQIntegrate Zoho CRM with Mortgage iQ
Zoho CRM
CRM (Customer Relationship Management), Zoho
Integrate RentCast with Mortgage iQIntegrate RentCast with Mortgage iQ
RentCast
Analytics
Integrate Facebook Lead Ads with Mortgage iQIntegrate Facebook Lead Ads with Mortgage iQ
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Microsoft Excel with Mortgage iQIntegrate Microsoft Excel with Mortgage iQ
Microsoft Excel
Microsoft, Spreadsheets
Integrate Zoho CRM with Mortgage iQIntegrate Zoho CRM with Mortgage iQ
Zoho CRM
CRM (Customer Relationship Management), Zoho
Integrate RentCast with Mortgage iQIntegrate RentCast with Mortgage iQ
RentCast
Analytics
Integrate Facebook Lead Ads with Mortgage iQIntegrate Facebook Lead Ads with Mortgage iQ
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Microsoft Excel with Mortgage iQIntegrate Microsoft Excel with Mortgage iQ
Microsoft Excel
Microsoft, Spreadsheets
Integrate Zoho CRM with Mortgage iQIntegrate Zoho CRM with Mortgage iQ
Zoho CRM
CRM (Customer Relationship Management), Zoho
Integrate RentCast with Mortgage iQIntegrate RentCast with Mortgage iQ
RentCast
Analytics

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Launch your first automated workflow

  • Create LionDesk CRM contacts for new Mortgage IQ leads/loans

    • Mortgage iQ logo
    • LionDesk logo
    Mortgage iQ + LionDesk
  • Add new Mortgage IQ leads/loans to LionDesk CRM as contacts

    • Mortgage iQ logo
    • Filter by Zapier logo
    • LionDesk logo
    Mortgage iQ + Filter by Zapier + LionDesk
  • Add new Mortgage IQ leads/loans to CINC CRM as contact

    • Mortgage iQ logo
    • CINC logo
    Mortgage iQ + CINC
  • Add Mortgage iQ Lead/Loan Email to a custom audience in Facebook Custom Audiences

    Premium
    Details
    • Mortgage iQ logo
    • Facebook Custom Audiences logo
    Mortgage iQ + Facebook Custom Audiences
  • Add new Mortgage IQ leads/loans to BoomTown as a lead

    • Mortgage iQ logo
    • BoomTown logo
    Mortgage iQ + BoomTown
  • Create HubSpot deals from new Mortgage IQ leads/loans

    • Mortgage iQ logo
    • HubSpot logo
    Mortgage iQ + HubSpot
  • Create LionDesk CRM contacts for new Mortgage IQ leads/loans

    • Mortgage iQ logo
    • LionDesk logo
    Mortgage iQ + LionDesk
  • Add new Mortgage IQ leads/loans to LionDesk CRM as contacts

    • Mortgage iQ logo
    • Filter by Zapier logo
    • LionDesk logo
    Mortgage iQ + Filter by Zapier + LionDesk
  • Add new Mortgage IQ leads/loans to CINC CRM as contact

    • Mortgage iQ logo
    • CINC logo
    Mortgage iQ + CINC
  • Add Mortgage iQ Lead/Loan Email to a custom audience in Facebook Custom Audiences

    Premium
    Details
    • Mortgage iQ logo
    • Facebook Custom Audiences logo
    Mortgage iQ + Facebook Custom Audiences
  • Add new Mortgage IQ leads/loans to BoomTown as a lead

    • Mortgage iQ logo
    • BoomTown logo
    Mortgage iQ + BoomTown
  • Create HubSpot deals from new Mortgage IQ leads/loans

    • Mortgage iQ logo
    • HubSpot logo
    Mortgage iQ + HubSpot
  • Generate contacts in eEndorsements from newly-funded Mortgage iQ loans

    • Mortgage iQ logo
    • Filter by Zapier logo
    • eEndorsements logo
    Mortgage iQ + Filter by Zapier + eEndorsements
  • Create records in Shape Software for new leads/loans in Mortgage iQ

    • Mortgage iQ logo
    • Shape logo
    Mortgage iQ + Shape
    • Generate contacts in eEndorsements from newly-funded Mortgage iQ loans

      • Mortgage iQ logo
      • Filter by Zapier logo
      • eEndorsements logo
      Mortgage iQ + Filter by Zapier + eEndorsements
    • Create records in Shape Software for new leads/loans in Mortgage iQ

      • Mortgage iQ logo
      • Shape logo
      Mortgage iQ + Shape

    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.

      For builders

      Let your AI safely access Mortgage iQ

      Go beyond Zap workflows. Install Zapier in your AI to call Mortgage iQ actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

      No code

      Call actions in natural language with Zapier MCP

      Act in Mortgage iQ from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

      Works with

      Claude · ChatGPT · Cursor · Any MCP-compatible AI

      Install Zapier MCP
      Code

      Work in code with the Zapier SDK

      Expose Mortgage iQ 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 Mortgage iQ 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: "mortgage-iq", owner: "me" });
      
      await zapier.runAction({
        app: 'mortgage-iq',
        action: '{actionName}',
        connection: connection.id,
        input: {
          {inputKeyValuePairs}
        },
      });
      Open the SDK docs

      Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

      Mortgage iQ Help & Support

      Common questions

      mortgage-iq logo
      About Mortgage iQ
      Mortgage iQ is a system for providing Mortgage CRM, Lead Management and Marketing for Retail, Wholesale, Correspondent and Consumer Direct Lenders.
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      Popular Mortgage iQ Integrations

      Popular Mortgage iQ Integrations