Jupiter + Shape
Jupiter + Shape
Update Shape CRM statuses when new Jupiter loan statuses change
Keeping CRM stages aligned with the loan process can require frequent manual updates. When a loan’s status changes in Jupiter, this Zap automatically finds the corresponding record in Shape and updates its status. This gives your team a more accurate view of each client’s progress without having to update both systems.
- When this happens...Loan Status ChangedTriggers when a loan moves to a new status (e.g., Processing, Underwriting, Approved, Funded).
- automatically do this!Update StatusUpdate a record's status within the CRM
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More things you can do with Jupiter and Shape
Discover other triggers and actions you can use with Jupiter and Shape
- Borrower Info Updated
Triggers when borrower profile info is updated (name, email, phone, current living address, or citizenship).
Try ItTriggerInstant - Loan Info Updated
Triggers when key loan fields are updated (purpose, base loan amount, purchase price, credit score, DTI inputs, or monthly income).
Try ItTriggerInstant - Loan Submitted by Borrower
Triggers when a borrower completes and submits their loan application to the broker.
Try ItTriggerInstant - Loan IDRequired
ActionSearch
- New Loan Created
Triggers when a new loan is created by the loan officer, a loan is imported, or when a borrower signs up to start a new application.
Try ItTriggerInstant - Loan Status Changed
Triggers when a loan moves to a new status (e.g., Processing, Underwriting, Approved, Funded).
Try ItTriggerInstant - External ID
- Loan Officer EmailRequired
- Loan PurposeRequired
- Main Borrower First NameRequired
- Main Borrower Last NameRequired
- Main Borrower EmailRequired
- Main Borrower Cell Phone
- Main Borrower External ID
ActionWrite- First NameRequired
- Last NameRequired
- Phone NumberRequired
- EmailRequired
ActionWrite
