Zapier makes it easy to automate your workflow using tools like Google Sheets, Google Contacts, and Google Calendar. With a free Zapier account, you can set up five simple automation (Zaps) to streamline your mortgage tracking and follow-up process. Here’s a step-by-step guide to get started:
Step 1: Setting Up Your Google Sheet
Create a New Google Sheet:
Name your sheet something like “Mortgage Deals Tracker” for easy reference.
Add the following columns:
Deal ID: A unique identifier for each deal.
Client Name: The full name of your client.
Email: The client’s email address.
Phone Number: The client’s phone number.
Application Status: A field to track progress (e.g., “Submitted,” “Approved”).
Mortgage Request: A field to enter the mortgage amount requested.
Mortgage Closing Date: A field to enter the date the mortgage closes.
Mortgage Term Length: A field to enter the term length (e.g., 1, 3, or 5 years).
Lender Name: A field to enter the name of the lender holding the mortgage.
Notes: A field to enter specific notes about the deal.
Use this sheet to track deals and progress throughout your mortgage process.
Step 2: Setting Up Your Zaps
With a free Zapier account, you can create five Zaps. Follow these steps to set up each automation:
Zap 1: Log a New Deal in Google Sheets
Trigger: Select Finmo’s "Deal Started" event.
Action: Choose “Create Spreadsheet Row” in Google Sheets.
Map data fields like “Deal ID” and “Client Name” to their respective columns in your sheet.
Result: A new row is added to your Google Sheet whenever a deal starts in Finmo.
Zap 2: Create a Contact in Google Contacts
Trigger: Use Finmo’s "Deal Started" event.
Action: Choose “Create Contact” in Google Contacts.
Map fields like “Client Name,” “Email,” and “Phone Number.”
Result: A new contact is created in Google Contacts for each new deal.
Zap 3: Create row on Google Sheets when submitted to a lender.
Trigger: Use Finmo’s "Deal Submitted" event.
Action: Select “Create row in Google Sheets” in Zapier.
Use the data available from Finmo via Zapier to populate a row on a spreadsheet every time you submit a deal to a lender.
Result: Your Google Sheet stays updated with real-time application progress.
Zap 4: Add a 30-Day Follow-Up to Google Calendar
Trigger: Use Finmo’s "Application Submitted" event.
Action: Choose “Create Event” in Google Calendar.
Map fields like the client’s name and deal details into the event.
Set the event date for 30 days from the closing date.
Result: A reminder for a follow-up is automatically added to your Google Calendar.
Zap 5: Add Client Birthday to Google Calendar
Trigger: Use Finmo’s "Application Submitted by Borrower" event.
Action: Choose “Create Event” in Google Calendar.
Map fields like the client’s name and birthday.
Set the event recurrence to yearly.
Result: Client birthdays are added to your Google Calendar for easy tracking.
Step 3: Using Google Contacts for Easy Client Management
Access your Google Contacts via your existing Google or Google Workspace account.
Use the automatically created contacts to email, call, or message clients.
Google Contacts can serve as a basic CRM until you’re ready for a more advanced system.
Why This Workflow Works
Cost-Effective: Uses free tools available in your Google account and Zapier’s free plan.
Automation Without Complexity: Streamlines repetitive tasks with simple triggers and actions.
Scalable: Start with Google Sheets, Contacts, and Calendar, then transition to more advanced systems as your business grows.
Need help setting up these Zaps or configuring your tools? Check out our YouTube integration video tips or reach out to us directly for support!