Create loan application records from incoming web submissions
Create loan application records from incoming web submissions
You receive loan applications without a centralized record, leaving reviewers without context and stalling approvals. Store each submission in your database and sheet so finance staff can act same day.
Workflow preview:
Zap details:
Overview
When intake hits your endpoint you need clean records ready for review immediately; missing context slows approvals and wastes time. This flow captures each submission into a canonical database record, logs it in your tracking sheet, and pings the right channel so finance can review same day.