1.Catches loan update payload
Integrate Webhooks by Zapier and data mapping tools to accept the loan update payload and capture borrower and property details.
Create insurance quote requests from purchase loan updates
Automatically capture loan update payloads across Webhooks by Zapier, Filter by Zapier, and Formatter by Zapier. Create and submit quote requests to a quoting API when loan payload arrives, loan uid maps, or purchase status updates happen—so you can qualify inputs, normalize fields, and generate quotes without manual quoting requests.
How this automation creates quote requests you can act on fast
When loan updates arrive but details are not ready for quoting, delays can stall broker workflows. This automation captures the webhook payload, filters qualifying purchase loans, formats applicant and property fields, and posts quote requests to a quoting API—so your team can move faster.
Webhooks par Zapieror swap with your favorite app
2.Allows qualifying purchase loans
Integrate Filter by Zapier and record qualification tools to continue only when purpose is purchase and status matches the list.
Filter by Zapieror swap with your favorite app
3.Normalizes applicant and property fields
Integrate Formatter by Zapier and data formatting tools to build DOB, format phone numbers, and standardize address components.
Formatter by Zapieror swap with your favorite app
4.Posts quote request to quoting API
Intégrer Webhooks by Zapier and API submission tools to map fields and send the quote request à broker contact data.
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Étape 1
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Étape 2
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Étape 3
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