1.Captures new entry submission
Integrate Cognito Forms and intake workflow tools to capture each submission and map loan intake fields into your process.
Create intake records and store required documents for loans
Automatically monitor new loan intake submissions across Cognito Forms and banking workflows. Upload documents to Drive and create linked intake and processor records—so you can keep reviews on track without manual file chasing.
How this automation preserves complete loan files
When new intake entries arrive, delays can slow reviews and increase rework. This automation creates intake and processor records, routes required document uploads, and logs document tracking in real time—so your team can review faster.
Cognito-Formulareor swap with your favorite app
2.Creates intake table record
Integrate Zapier Tables and data mapping tools to create a base intake record and set status to Under Review.
Zapier Tablesor swap with your favorite app
3.Creates processor loan record
Integrieren Sie Zapier Tables and timestamp tools to create a detailed processor record in linked loan reference and submission dates.
4.Branches by required document type
Integrate Paths by Zapier and document rules to route only qualifying required document uploads for tracking.
Paths von Zapieror swap with your favorite app
5.Uploads file and logs tracking
Integrate Google Drive and file management tools to upload submitted files and create document-tracking records in Zapier Tables.
Google-Laufwerkor swap with your favorite app
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Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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Accelerate financial document handling with automated data extraction, approval routing, and record updates
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Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 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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