Accelerate and streamline your loan ops with Zapier
Loan management automation connects your tools and triggers workflows across loan application processing, loan servicing, and mortgage management.
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Explore loan management use cases
Loan management automation connects your tools and triggers real-time actions across loan servicing, mortgage management, loan application processing, and loan servicing. Build workflows that eliminate manual work and keep your entire finance stack in sync.
Loan application processing
Accelerate loan application processing with automated intake routing, document collection, and status updates
Mortgage management
Accelerate mortgage workflows with automated status tracking, document routing, and borrower follow-up
Loan servicing
Simplify loan servicing with automated payment tracking, borrower updates, and servicing alerts
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
デビッド・ラダーバーグ, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapierは、Zapierなしでは 50%以上の取引を締結するのに役立っています。これは私たちの全体的な戦略の重要な要素であり、したがって営業トークの重要な要素でもあります。
ラファエル・ボフナー創設者兼CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
リシ・シャー, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
アレン・ライ, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Transform your loan management with Zapier
Elevate loan management with Zapier automation. Process applications, automate servicing tasks, and coordinate mortgage workflows—and that’s just the start.
Loan application processing
Faster decisions, fewer bottlenecks
Automate intake, review, and follow-up across loan application processing. Send form submissions to Salesforce or Google Sheets, notify teams in Slack, and create approval tasks automatically. Teams move faster with fewer manual handoffs.
Application intake routing
Capture new applications from forms or email and route them into Salesforce or Google Sheets right away, so intake starts without manual entry.
Approval status alerts
Notify reviewers in Slack when application status changes, so approvals, declines, and next steps move forward without inbox chasing.
Document collection workflows
Request missing files automatically and log uploads in Google Drive, so teams spend less time tracking documents across channels.
Lead-to-loan record creation
Create a loan record when a qualified lead arrives from HubSpot, giving finance teams a clean handoff from inquiry to application.
Exception review tasks
Flag incomplete or high-risk submissions and create follow-up tasks in Trello or Asana, so exceptions get reviewed faster.
仕組み
Loan management automation connects your tools, captures application and servicing updates, and triggers workflows automatically. Route applications, update records, and flag exceptions in real time—without manually reviewing files.
ステップ 1
Connect your tools
Integrate platforms like Salesforce, HubSpot, Google Sheets, CRM systems, and document tools to centralize loan data.
ステップ 2
Define triggers
Set conditions for new applications, payment changes, approval status, delinquency flags, or mortgage milestones.
ステップ 3
Automate & measure
Route applications, send alerts, update records, and continuously track loan processing improvements automatically.
Ready to automate your entire workflow?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.