Loanzify + Outgrow

Create Loanzify loans for new Outgrow leads

Easily manage your new leads from Outgrow by creating loans in Loanzify with this seamless workflow. When a new lead is generated in Outgrow, a loan will be created in Loanzify, ensuring a smooth transition between platforms and a streamlined process for your business. Save time and effort while keeping your information organized and up-to-date.

Easily manage your new leads from Outgrow by creating loans in Loanzify with this seamless workflow. When a new lead is generated in Outgrow, a loan will be created in Loanzify, ensuring a smooth transition between platforms and a streamlined process for your business. Save time and effort while keeping your information organized and up-to-date.

  1. When this happens...
    OutgrowOutgrow
    New Lead

    Triggers when a new lead is created. Works on all Outgrow plans.

    TriggerPolling
  2. automatically do this!
    LoanzifyLoanzify
    Create Loanzify Loan

    Creates a new loan in your Loanzify pipeline

    ActionWrite
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Supported triggers and actions

    • Calculator / QuizRequired

    • SegmentRequired

    Trigger
    Polling
    Try It
    • 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

    Action
    Write
loanzify logo
loanzify logo

About Loanzify

Loanzify Digital POS platform is a fully customizable loan and client management tool.

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  • Marketing Automation

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