involve.me + Prequal Solutions
Process new involve.me submissions as applicants in Prequal Solutions
Streamline your applicant processing with this seamless automation between involve.me and Prequal Solutions. When a new submission is completed in involve.me, the applicant's information will be instantly processed in Prequal Solutions. This integration saves time and effort, ensuring faster decision-making and an efficient workflow for managing potential clients.
Streamline your applicant processing with this seamless automation between involve.me and Prequal Solutions. When a new submission is completed in involve.me, the applicant's information will be instantly processed in Prequal Solutions. This integration saves time and effort, ensuring faster decision-making and an efficient workflow for managing potential clients.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- automatically do this!Process Applicant
Adds a new applicant and processes their prequal.
- Free forever for core features
- 14 day trial for premium features & apps
involve.me FunnelRequired
Try ItLender IDRequired
First NameRequired
Last NameRequired
Street AddressRequired
CityRequired
StateRequired
Zip CodeRequired
Phone NumberRequired
Email AddressRequired
Middle Name
Date of Birth
SSN
Force Repull
Annual Income
Previous Street Address
Previous City
Previous State
Previous Zip Code
Hard Pull
Request MLA Search
Custom Fields
Utm_source
Utm_medium
Utm_campaign
Utm_term
Utm_content
Applicant Processed
Triggers when an applicant is processed, or when an applicant is attempted to be processed but fails.
Try ItSort
Limit
Offset
Lender ID
Email Address
Applicant ID
