1.Captures new eligibility submissions
Integrate Jotform and intake forms to capture borrower eligibility responses to enrich eligibility records.
Create eligibility records from form responses and AVM
Automatically monitor new eligibility form submissions across Jotform, then look up borrower matches in Airtable. Create and update when AVM valuation data returns, email matches are found, or records are missing — so you can create eligibility records, update AVM fields, and alert ops without manual review.
How this automation creates review-ready eligibility records
When new eligibility form submissions arrive, delays can block underwriting decisions and increase manual review workload. This automation enriches each case with AVM valuation, creates and updates eligibility records, and logs and alerts for exceptions—so your team can respond faster.
Jotformor swap with your favorite app
2.Finds existing eligibility record
Integrate Airtable and CRM data matching to search for an exact borrower match to avoid duplicates.
Lufttischor swap with your favorite app
3.Creates eligibility record if missing
Integrate Airtable and record storage to create a new eligibility record to persist submission details.
4.Gets AVM valuation
Integrate Webhooks by Zapier and valuation lookups to call your AVM provider to retrieve market value estimates.
Webhooks von Zapieror swap with your favorite app
5.Updates record with AVM values
Integrate Airtable and threshold rules to update valuation fields and set an eligibility flag to finalize case readiness.
6.Logs summary row for audit
Integrate Google Sheets and reporting systems to create a summary row for auditability to track every submission.
Google Sheetsor swap with your favorite app
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Accelerate mortgage workflows with automated status tracking, document routing, and borrower follow-up
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Schritt 1
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Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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