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How do I integrate my Loan Operating System with BnTouch CRM using Zapier?

  • 24 January 2024
  • 1 reply
  • 49 views

This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.

Hello Everyone!

Super new to Zapier! I am a Mortgage Broker- trying to Integrate my Loan Operating System (where I take mortgage applications and close loans) to connect to my CRM (where I manager long term follow up and marketing for my clients) CRM is called BnTouch. 

I am struggling with setting up the Zap. Is there someone who can walk me thru this one on one….or is there a service we can pay a fee to have someone do this for us? 

Ive spent a lot of time trying to figure it out already and really wish I could just pay someone at this point LOL. 

Let me know if you have any suggestions! 

Thank you,

 

xxxxx xxxx

xxx-xxx-xxxx

xxxxxx@xxxxgage.com

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1 reply

Userlevel 7
Badge +14

Hi @MortgageSavvy 

If you are seeking help, consider hiring a Certified Zapier Expert: https://zapier.com/experts