Integrations ITM Platform Dev LoanOfficerAI
ITM Platform + Dev LoanOfficerAI

Connect ITM Platform and Dev LoanOfficerAI to Build Intelligent Automations

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ITM Platform

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Choose an Action

Dev LoanOfficerAI

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Enable Integrations or automations with these events of ITM Platform and Dev LoanOfficerAI

Enable Integrations or automations with these events of ITM Platform and Dev LoanOfficerAI

Actions

Create Task

Create Task

Create a task in a project with name, details, type, priority, status, start date and end date

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Frequently Asked Questions

How do I start an integration between ITM Platform and Dev LoanOfficerAI?

To start, connect both your ITM Platform and Dev LoanOfficerAI accounts to viaSocket. Once connected, you can set up a workflow where an event in ITM Platform triggers actions in Dev LoanOfficerAI (or vice versa).

Can we customize how data from ITM Platform is recorded in Dev LoanOfficerAI?

Absolutely. You can customize how ITM Platform data is recorded in Dev LoanOfficerAI. This includes choosing which data fields go into which fields of Dev LoanOfficerAI, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ITM Platform and Dev LoanOfficerAI?

The data sync between ITM Platform and Dev LoanOfficerAI typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ITM Platform to Dev LoanOfficerAI?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ITM Platform and Dev LoanOfficerAI?

Yes, you can set conditional logic to control the flow of data between ITM Platform and Dev LoanOfficerAI. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

ITM Platform

About ITM Platform

ITM Platform is a project, program, and portfolio management solution with no onboarding hassle.

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Dev LoanOfficerAI

About Dev LoanOfficerAI

Loan Officer.ai CRM will help you manage every front of your mortgage business and grow like never before - without the stress.

Learn More