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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Add Borrower Contacts " from mloflo.

Add your action

An action happens after the trigger—such as "Only continue if..." in Filter by Zapier.

You’re connected!

Zapier seamlessly connects mloflo and Filter by Zapier, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Add Borrower Contacts
Triggers when a new borrower contact is added.
Trigger
Instant
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New Loan
Triggers when a new loan is added in mloflo.
Trigger
Instant
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New Lead
Triggers when a new lead is added in mloflo.
Trigger
Instant
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- Email
- Contact First Name
- Id
- Phone
- Contact Last Name
- Source
Action
Write
- Event Title
  Required
- Event Description
- Start Date Time
  Required
- End Date Time
  Required
- Repeat Type
- Repeat Interval
- Repeat Days of Week
- Repeat End Date
Action
Write

- Borrower Last Name
- Borrower Email
  Required
- Borrower Home Phone
- Borrower Work Phone
- Borrower Cell Phone
- Borrower DOB
- Co-Borrower First Name
- Co-Borrower Last Name
- Co-Borrower Email
- Co-Borrower Home Phone
- Co-Borrower Work Phone
- Co-Borrower Cell Phone
- Co-Borrower DOB
- Scheduled Closed Date
- Loan Type
- Loan Purpose
- Occupancy
- Loan Amount
- Source
- ReferredBy First Name
- ReferredBy Last Name
- Note Rate (Interest Rate)
- Loan Term
- Sales Price
- Appraised Value
- Subject Property Street
- Subject Property City
- Subject Property State
- Subject Property Zip Code
- Loan Number
- Buyers Realtor First Name
- Buyers Realtor Last Name
- Buyers Realtor Phone
- Buyers Realtor Email
- Buyers Realtor Company
- Seller Realtor First Name
- Seller Realtor Last Name
- Seller Realtor Phone
- Seller Realtor Email
- Seller Realtor Company
- Comments
- HOA First Name
- HOA Last Name
- HOA Phone
- HOA Email
- HOA Company
- Title First Name
- Title Last Name
- Title Phone
- Title Email
- Title Company
- Insurance First Name
- Insurance Last Name
- Insurance Email
- Insurance Company
- Attorney First Name
- Attorney Last Name
- Attorney Email
- Attorney Company
- Inspection First Name
- Inspection Last Name
- Inspection Email
- Inspection Company
- Credit Repair First Name
- Credit Repair Last Name
- Credit Repair Email
- Credit Repair Phone
- Credit Repair Company
- Appraisal First Name
- Appraisal Last Name
- Appraisal Email
- Appraisal Phone
- Appraisal Company
- Surveyor First Name
- Surveyor Last Name
- Surveyor Email
- Surveyor Phone
- Surveyor Company
- Transaction Coordinator First Name
- Transaction Coordinator Last Name
- Transaction Coordinator Email
- Transaction Coordinator Phone
- Transaction Coordinator Company
- Appraisal Ordered At
- Appraisal Received At
- Appraisal Due At
- Title Ordered At
- Title Received At
- Title Due At
- VOE Ordered At
- VOE Received At
- VOE Due At
- Condo Ordered At
- Condo Received At
- Condo Due At
- Insurance Ordered At
- Insurance Received At
- Insurance Due At
- Borrower Full Name
- Borrower Marital Status
- Borrower Military ServiceType
- borrower Current Address City
- borrower Current Address Street
- Borrower Current Address Country
- Borrower Current Address State Name
- borrower Current Address Unit
- Borrower Current Address Unit Type
- Borrower Current Address Zip
- borrower Current Address County
- Borrower Current Address Duration In Month
- Borrower Current Address Type
- Borrower Mailing Address City
- Borrower Mailing Address Street
- Borrower Mailing Address State Name
- Borrower Mailing Address State Code
- Borrower Mailing Address Country
- Borrower Mailing Address Unit
- Borrower Mailing Address Unit Type
- Borrower Mailing Address Zip
- Borrower Mailing Address County
- Co-Borrower Marital Status
- Co-Borrower Military Service Type
- Co-Borrower Current Address City
- Co-Borrower Current Address Street
- Co-Borrower Current Address State Name
- Co-Borrower Current Address State Code
- Co-Borrower Current Address Country
- Co-Borrower Current Address Unit
- Co-Borrower Current Address Unit Type
- Co-Borrower Current Address Zip
- Co-Borrower Current Address County
- Co-Borrower Current Address Duration In Month
- Co-Borrower Current Address Type
- Co-Borrower Mailing Address City
- Co-Borrower Mailing Address Street
- Co-Borrower Mailing Address Country
- Co-Borrower Mailing Address Unit
- Co-Borrower Mailing Address Unit Type
- Co-Borrower Mailing Address Zip
- Co-Borrower Mailing Address County
- ReferredBy Email
- ReferredBy Phone
- Co-Borrower Full Name
- ReferredBy Full Name
- HOA Full Name
- Title Full Name
- Insurance Full Name
- Attorney Full Name
- Inspection Full Name
- Credit Repair Full Name
- Appraisal Full Name
- SurveyorFull Name
- TransactionCoordinator Full Name
- System Status
- Credit Score
- Date
- Month
- Year
- Date
- Month
- Year
- Lead/Loan Id
  Required
- Borrower First Name
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
- Phone
- Partner Affiliations
  Required
- DOB
- Source
  Required
- Street
- Zip code
- City
- State
- Company Name
- Company Phone
- Notes
Action
Write

- Name
- List Id
Action
Write
- Subject
- Message
- Due Date
- Reminder Date
- Task Id
Action
Write

Add Partner Contacts
Triggers when a new partner contact is added.
Trigger
Instant
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- Subject
- Due Date
- Message Body
- Reminder Date
Trigger
Instant
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Update Loan for Arive
Triggers when a loan is updated in mloflo.
Trigger
Instant
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- Event Title
  Required
- Event Description
- Repeat Event
- User Timezone
- Start Date Time
  Required
- End Date Time
  Required
Action
Write
Add Lead V2
Adds a Lead to Mloflo
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- Phone
- Company Name
- Title
- Status
- Source
- Notes
Action
Write
- Title
- Message
- Due Date
- Reminder Status
- Task Id
- List Name
Action
Write
- Loan Number
  Required
- Source
- Loan Purpose
- Loan Type
- Down Payment
- Street
- State
- City
- County
- Unit
- Zip
- Property Type
- Street
- State
- City
- County
- Zip
- Unit
- Borrower First Name
  Required
- Borrower Last Name
- Borrower Email
- Borrower Phone
- Borrower Work Phone
- Borrower Home Phone
- Borrower Marital Status
- Occupancy
- Loan Status
- Amortization Term
- Note Rate (Interest Rate)
- CRM Reference Id
- Property Value or Purchase Price
- Comments
- Appraisal Ordered At
- Appraisal Received At
- Appraisal Due At
- Estimated Closing Date
- Scheduled Closing Date
- Insurance Ordered At
- Insurance Received At
- Insurance Due At
- Title Ordered At
- Title Received At
- Title Due At
- Home Owner Insurance Amount in USD
- Property Taxes Amount in USD
- Mortgage Insurance Amount in USD
- Association/ Project Dues (Condo, Co-OP, PUD)
- LTV Percentage
- Purchase Price
- Appraisal First Name
- Appraisal Last Name
- Appraisal Phone
- Appraisal Email
- Appraisal Company Name
- HOA First Name
- HOA Last Name
- HOA Phone
- HOA Email
- HOA Company Name
- Title First Name
- Title Last Name
- Title Phone
- Title Email
- Title Company Name
- Insurance First Name
- Insurance Last Name
- Insurance Phone
- Insurance Email
- Insurance Company Name
- Real Estate Agent Buyer And Seller First Name
- Real Estate Agent Buyer And Seller Last Name
- Real Estate Agent Buyer And Seller Phone
- Real Estate Agent Buyer And Seller Email
- Real Estate Agent Buyer And Seller Company Name
- Real Estate Agent Buyer First Name
- Real Estate Agent Buyer Last Name
- Real Estate Agent Buyer Phone
- Real Estate Agent Buyer Email
- Real Estate Agent Buyer Company Name
- Real Estate Agent Seller First Name
- Real Estate Agent Seller Last Name
- Real Estate Agent Seller Phone
- Real Estate Agent Seller Email
- Real Estate Agent Seller Company Name
- Real Estate Agent First Name
- Real Estate Agent Last Name
- Real Estate Agent Phone
Real Estate Agent Email
Real Estate Agent Company Name
Seller Realtor First Name
Seller Realtor Last Name
Seller Realtor Phone
Seller Realtor Email
Seller Realtor Company Name
Escrow Agent First Name
Escrow Agent Last Name
Escrow Agent Phone
Escrow Agent Email
Escrow Agent Company Name
First Name
Last Name
Email
Phone
Day Of Birth
Month Of Birth
Year Of Birth
Home Phone
Work Phone
Unit
Current Residence Street Address
Current Residence Basis Type
Current Residence City
Current Residence State
Current Residence Country
Current Residence Postal Code
Marital Status
Current Residence Duration
First Name
Last Name
Email
Phone
Day Of Birth
Month Of Birth
Year Of Birth
Marital Status
Home Phone
Work Phone
Unit
Current Residence Street Address
Current Residence Basis Type
Current Residence City
Current Residence State
Current Residence Country
Current Residence PostalCode
Current Residence Duration
First Name
Last name
Email
Phone
Day Of Birth
Month Of Birth
Year Of Birth
Marital Status
Home Phone
Work Phone
Unit
Current Residence Street Address
Current Residence Basis Type
Current Residence City
Current Residence State
Current Residence Country
Current Residence Postal Code
Current Residence Duration
First Name
Last Name
Email
Phone
Day Of Birth
Month Of Birth
Year Of Birth
Marital Status
Home Phone
Work Phone
Current Residence Street Address
Current Residence Basis Type
Current Residence City
Current Residence State
Current Residence Country
Current Residence Postal Code
Current Residence Duration
First Name
Last Name
Email
Phone
Day Of Birth
Month Of Birth
Year Of Birth
Marital Status
Home Phone
Work Phone
Unit
Current Residence Street Address
Curren tResidence Basis Type
Current Residence City
Current Residence State
Current Residence Country
Current Residence Postal Code
Current Residence Duration
First Name
Last Name
Email
Phone
Day Of Birth
Month Of Birth
Year Of Birth
Marital Status
Home Phone
Work Phone
Unit
Current Residence Street Address
Current Residence Basis Type
Current Residence City
Current Residence State
Current Residence Country
Current Residence Postal Code
Current Residence Duration
First Name
Last Name
Email
Phone
Day Of Birth
Month Of Birth
Year Of Birth
Marital Status
Home Phone
Work Phone
Unit
Current Residence Street Address
Current Residence Basis Type
Current Residence City
Current Residence State
Current Residence Country
Current Residence Postal Code
Current Residence Duration
First Name
Last Name
Email
Phone
Day Of Birth
Month Of Birth
Year Of Birth
Marital Status
Home Phone
Work Phone
Current Residence Street Address
Current Residence Basis Type
Current Residence City
Current Residence State
Current Residence Country
Current Residence Postal Code
Current Residence Duration
Unit
First Name
LastName
Email
Phone
DayOfBirth
MonthOfBirth
Year Of Birth
Marital Status
Home Phone
Work Phone
Unit
Current Residence Street Address
Current Residence Basis Type
Current Residence City
Current Residence State
Current Residence Country
Current Residence Postal Code
Current Residence Duration
First Loan Team User First Name
First Loan Team User Last Name
First Loan Team User Email
First Loan Team User Phone
First Loan Team User Loan Role
First Loan Team User Primary Status
Second Loan Team User First Name
Second Loan Team User Last Name
Second Loan Team User Email
Second Loan Team User Phone
Second Loan Team User Loan Role
Second Loan Team User Primary Status
Third Loan Team User First Name
Third Loan Team User Last Name
Third Loan Team User Email
Third Loan Team User Phone
Third Loan Team User Loan Role
Third Loan Team User Primary Status
Fourth Loan Team User First Name
Fourth Loan Team User Last Name
Fourth Loan Team User Email
Fourth Loan Team User Phone
Fourth Loan Team User Loan Role
Fourth Loan Team User Primary Status
Fifth Loan Team User First Name
Fifth Loan Team User Last Name
Fifth Loan Team User Email
Fifth Loan Team User Phone
Fifth Loan Team User Loan Role
Fifth Loan Team User Primary Status
Sixth Loan Team User First Name
Sixth Loan Team User Last Name
Sixth Loan Team User Email
Sixth Loan Team User Phone
Sixth Loan Team User Loan Role
Sixth Loan Team User Primary Status
Seventh Loan Team User First Name
Seventh Loan Team User Last Name
Seventh Loan Team User Email
Seventh Loan Team User Phone
Seventh Loan Team User Loan Role
Seventh Loan Team User Primary Status
Eighth Loan Team User First Name
Eighth Loan Team User Last Name
Eighth Loan Team User Email
Eighth Loan Team User Phone
Eighth Loan Team User Loan Role
Eighth Loan Team User Primary Status
Ninth Loan Team User First Name
Ninth Loan Team User Last Name
Ninth Loan Team User Email
Ninth Loan Team User Phone
Ninth Loan Team User Loan Role
Ninth Loan Team User Primary Status

Connect mloflo and Filter by Zapier to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use mloflo and Filter by Zapier with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

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