1.Catch hook with mortgage payload
Integrate Webhooks by Zapier to receive raw lead payloads and normalize inputs for lead scoring and quote generation.
Create scored mortgage leads and generate quote screenshot
Automatically catch mortgage inquiry payloads across Webhooks by Zapier. Create scored mortgage contacts and generate quote screenshots—so you can review quotes fast, reduce manual entry, and follow up without spreadsheet chasing.
How this automation creates ready-to-review mortgage leads
When mortgage inquiry payloads arrive, delays can slow loan officer review and lead follow-up. This automation cleans and scores leads, looks up rates and generates quote screenshots, then adds or updates contacts—so your team can move quickly.
Zapierによるウェブフックor swap with your favorite app
2.Run JavaScript to clean and score
Integrate Code by Zapier to clean lead values, extract digits, normalize DOB, and produce score and quote parameters.
Zapierによるコードor swap with your favorite app
3.Lookup current rate parameters
Integrate Google Sheets to look up current rate and origination values and map them to quote parameter fields.
Google Sheetsor swap with your favorite app
4.Take website screenshot of quote
Integrate ScreenshotOne to build a quote URL and capture a PNG, then output the direct screenshot URL for attaching.
ScreenshotOneor swap with your favorite app
5.Add or update scored contact
Integrate HighLevel to map fields into contacts, store quote link and screenshot URL, and tag priority based on score.
Levor swap with your favorite app
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Explore all mortgage management automations
Accelerate mortgage workflows with automated status tracking, document routing, and borrower follow-up
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ステップ 1
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ステップ 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
ステップ 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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