1.Monitor updated box in Streak
Integrate Streak to detect box updates and to match the box identifier to the workflow context for the correct deal.
Generate refinance estimate and post to deal comment
Automatically monitor box updates in Streak across Streak when box updated, deal record updated, or box identifier changes—so you can protect timing, reduce misses, and speed up review. Automatically create and post refinance snapshot comments when qualifying refinance scenarios match—so you can calculate PITI and LTV, share DTI and CTC, and avoid manual calculations without chasing spreadsheets.
How this automation accelerates refinance reviews
When a deal box updates in Streak, delays can leave loan officers without a consistent refinance snapshot. This automation formats inputs and calculates a refinance snapshot and then creates a deal comment—so your team can review the numbers immediately.
Streakor swap with your favorite app
2.Filter for qualifying refinance scenarios
Integrate Filter by Zapier to continue only for configured quick-task values so refinance runs for relevant mortgage deals.
Filter von Zapieror swap with your favorite app
3.Format currency and timestamps
Integrate Formatter by Zapier to convert loan inputs to currency and to format timestamps for readable refinance calculations.
Formatter von Zapieror swap with your favorite app
4.Calculate refinance snapshot in Code
Integrate Code by Zapier and mortgage calculators to compute PITI, LTV, DTI, and CTC in a plain-text snapshot.
Code von Zapieror swap with your favorite app
5.Create deal comment in Streak
Integrate Streak to create a comment in the same box thread so loan officers review the refinance snapshot instantly.
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Schritt 2
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Schritt 3
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