Scarlett Network integration with LeadConnector
How to Create and update LeadConnector opportunities from new Scarlett Network borrower applications
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 "Create and update LeadConnector opportunities from new Scarlett Network borrower applications" 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 Scarlett Network integrations
Scarlett Network actions
Nekton can use any feature that is available in Scarlett Network API.
Using our advanced AI, you can easily create custom automations for Scarlett Network.
Here are some typical actions you can do in your automated workflows.
Deal Updated
Triggers when deal is saved.
Application Submitted by Borrower
Triggers when mortgage application is submitted by borrower.
Lender Response Received
Triggers when deal response is received by lender.
Deal Submitted to Lender
Triggers when deal is submitted to lender.
About Scarlett Network
Scarlett is a broker in a box software as a service solution tailored for mortgage brokers and lenders. Some its features include; point of sale, Compliance and Payroll