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Choose a Trigger
Choose an Action
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Loanzify
Loanzify
1. Choose trigger event
LoanOfficer.ai
LoanOfficer.ai
2. Choose action
1. Select the event
Setup
Test
Loanzify
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Lead" from Loanzify.
Add your action
An action happens after the trigger—such as "Add Borrower to Campaigns" in LoanOfficer.ai.
You’re connected!
Zapier seamlessly connects Loanzify and LoanOfficer.ai, automating your workflow.
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.
- Form Id
Try ItTriggerPolling- Email Address
- Last Name
- First Name
- IP Address
ActionWrite- 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
- Status
Try ItTriggerPolling- Loan Officer ID
- Loan Type
- Loan Amount
- Property Type
- Property Use
- Property Down Payment Amount
- Property Down Payment Gift Amount
- Property Address
- Property City
- Property State
- Property Zipcode
- Borrower EmailRequired
- Borrower First Name
- Borrower Middle Name
- Borrower Last Name
- Borrower Suffix
- Borrower Phone Home
- Borrower Phone Cell
- Borrower Birth Date
- Borrower Education
- Borrower Marital Status
- Borrower Dependents Count
- Borrower Intend To Occupy
- Borrower Citizenship Status
- Borrower Gender
- Borrower Primary Address - Street
- Borrower Primary Address - City
- Borrower Primary Address - State
- Borrower Primary Address - Years
- Borrower Primary Address - Ownership
- Borrower Mailing Address - Street
- Borrower Mailing Address - City
- Borrower Mailing Address - State
- Borrower Mailing Address - Zipcode
- Borrower Mailing Address - Years
- Borrower Mailing Address - Ownership
- Borrower Former Address - Street
- Borrower Former Address - City
- Borrower Former Address - State
- Borrower Former Address - Zipcode
- Borrower Former Address - Years
- Borrower Former Address - Ownership
- Co-Borrower Email
- Co-Borrower First Name
- Co-Borrower Middle Name
- Co-Borrower Last Name
- Co-Borrower Suffix
- Co-Borrower Phone Home
- Co-Borrower Phone Cell
- Co-Borrower Birth Date
- Co-Borrower Education
- Co-Borrower Marital Status
- Co-Borrower Dependents Count
- Co-Borrower Intend To Occupy
- Co-Borrower Citizenship Status
- Co-Borrower Gender
- Co-Borrower Primary Address - Street
- Co-Borrower Primary Address - City
- Co-Borrower Primary Address - State
- Co-Borrower Primary Address - Years
- Co-Borrower Primary Address - Ownership
- Co-Borrower Mailing Address - Street
- Co-Borrower Mailing Address - City
- Co-Borrower Mailing Address - State
- Co-Borrower Mailing Address - Zipcode
- Co-Borrower Mailing Address - Years
- Co-Borrower Mailing Address - Ownership
- Co-Borrower Former Address - Street
- Co-Borrower Former Address - City
- Co-Borrower Former Address - State
- Co-Borrower Former Address - Zipcode
- Co-Borrower Former Address - Years
- Co-Borrower Former Address - Ownership
ActionWrite- 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
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