Connect record and Dev LoanOfficerAI to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your record and Dev LoanOfficerAI accounts to viaSocket. Once connected, you can set up a workflow where an event in record triggers actions in Dev LoanOfficerAI (or vice versa).
Absolutely. You can customize how record 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.
The data sync between record and Dev LoanOfficerAI typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between record 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.
About record
Record streamlines B2B SaaS support by automating issue resolution, investigation, and collaboration through a singular source of truth.
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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.
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