1.Catches loan update payload
Integrate Webhooks by Zapier to receive loan update payloads and extract loan reference, status, and borrower details.
Create funded loan contacts and opportunity in CRM
Automatically catch loan update events across Webhooks by Zapier, Filter by Zapier, Formatter by Zapier, and LeadConnector. Create and update funded loan contacts and opportunities when loan update payload arrives, status changes to funded, or funded payload is detected—so you can calculate funded amounts, update borrower records, and create CRM opportunities without manual rekeying.
How this automation creates funded CRM records
When a loan update lands but funding details are not ready, agents can lose time waiting to act and data stays inconsistent. This automation catches funded loan updates, calculates the final funded amount, and updates contacts and creates opportunities—so your team can move immediately.
Webhooks von Zapieror swap with your favorite app
2.Filters funded loan records
Integrate Filter by Zapier to continue only when status indicates funded and at least one borrower is assigned.
Filter von Zapieror swap with your favorite app
3.Calculates final funded amount
Integrate Formatter by Zapier to sum base loan amount and financed fees and output the final funded amount.
Formatter von Zapieror swap with your favorite app
4.Adds or updates borrower contact
Integrieren Sie LeadConnector to match contacts by email and update or create borrower records in loan reference.
LeadConnectoror swap with your favorite app
5.Adds or updates sales opportunity
Integrate LeadConnector to create a funded opportunity, set pipeline stage, and populate funded and closed dates.
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Simplify loan servicing with automated payment tracking, borrower updates, and servicing alerts
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Schritt 2
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Schritt 3
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