Connect Schedule by Zapier and LoanOfficer.ai to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate Schedule by Zapier with LoanOfficer.ai - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Custom Frequency" from Schedule by Zapier.
Add your action
An action happens after the trigger—such as "Add Borrower to Campaigns" in LoanOfficer.ai.
You’re connected!
Zapier seamlessly connects Schedule by Zapier 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.
- Frequency TypeRequired
- Interval
- Start DateRequired
- Time of DayRequired
- Timezone Override (Optional)
Try ItTriggerInstant- Time Offset
- Trigger on weekends?
Try ItTriggerInstant- Day of the WeekRequired
- Time of DayRequired
Try ItTriggerInstant- Partner IDRequired
- CampaignsRequired
ActionWrite
- Time of DayRequired
- Trigger on weekends?
Try ItTriggerInstant- Day of the MonthRequired
- Time of DayRequired
Try ItTriggerInstant- 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
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