Mortgage brokers keep loan payments and commissions accurate

Mortgage brokers miss commission and loan records when payments don't attach to deals, causing reconciliation errors. Zapier adds payment line items to deals so commissions and balances stay accurate.

Overview

Mortgage brokers risk missed commissions and reconciliation headaches when payments aren't tied to loan deals. This workflow creates payment line items on the matching deal and updates totals, eliminating reconciliation gaps so brokers and finance always have accurate commission and balance visibility.

Notable Features

Attach payments to loan deals
Update deal payment totals
Flag reconciliation exceptions for review