Amazon Alexa + Daily AI Mortgage
Create or update Daily AI Mortgage contacts when new Amazon Alexa trigger phrases are spoken
Effortlessly manage your contacts in the Daily AI Mortgage app using this convenient workflow. When you speak a trigger phrase to your Amazon Alexa device, it will create or update a contact in the Daily AI Mortgage app. Stay organized and save time by connecting your voice assistant to your mortgage contact management system.
Effortlessly manage your contacts in the Daily AI Mortgage app using this convenient workflow. When you speak a trigger phrase to your Amazon Alexa device, it will create or update a contact in the Daily AI Mortgage app. Stay organized and save time by connecting your voice assistant to your mortgage contact management system.
- When this happens...Trigger Phrase Spoken
Triggers when you ask Alexa to trigger a zap with your trigger phrase. Requires the Zapier skill on an Alexa enabled device.
- automatically do this!Create / Update a Contact
Create or update an existing contact in the CRM.
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Example
Trigger Phrase(s)Required
Additional Prompt Question
Try ItFirst NameRequired
Last Name
Email
Phone Number
Source
Tags
Groups
Date Of Birth
Gender
Address Line 1
Address Line2
City
State
Zip Code
Notes
New Contact
Triggers when a new contact is created for some specific user.
Try ItLoan#Required
Milestone/Status
Loan Purpose
Borrower - First NameRequired
Borrower - Last Name
Borrower - Email
Borrower - Phone
Borrower - Contact Source
Property Address Line 1
Property Address Line 2
Property City
Property State
Property Zip
Lock Date
Closing Date
Funded Date
Lender
Loan Type
Loan Program
Term
Rate (%)
Loan Amount
Purchase Price
Down Payment
Loan To Value Percentege
Appraised Value
Income
Credit Score (Borrower)
Credit Score (Secondary or Co Borrower)
LOA
