Mortgage iQ integration with Filter by Nekton
How to Add new Mortgage IQ leads/loans to LionDesk CRM as contacts
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Mortgage IQ leads/loans to LionDesk CRM as contacts" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Mortgage iQ integrations
Mortgage iQ actions
Nekton can use any feature that is available in Mortgage iQ API.
Using our advanced AI, you can easily create custom automations for Mortgage iQ.
Here are some typical actions you can do in your automated workflows.
New Lead/Loan
Triggers when a new lead/loan is added to MiQ.
About Mortgage iQ
Mortgage iQ is a system for providing Mortgage CRM, Lead Management and Marketing for Retail, Wholesale, Correspondent and Consumer Direct Lenders.