LoanOfficer.ai Integrations
Put LoanOfficer.ai to work with AI and enterprise-grade automation
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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- 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
ActionWrite- Contact IDRequired
- First Name
- 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
- Loan ID
- Contact Notes
- Loan Stage Name (Arive)
- Campaigns
ActionWrite- IDRequired
ActionSearch
- Partner IDRequired
- CampaignsRequired
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
ActionWrite- Partner IDRequired
- First Name
- 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
ActionWrite- EmailRequired
ActionSearch
LoanOfficer.ai Help & Support
Common questions
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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