Integrations Status Hero Mortgage IQ
Status Hero + Mortgage IQ

Connect Status Hero and Mortgage IQ to Build Intelligent Automations

Choose a Trigger

Status Hero

When this happens...

Choose an Action

Mortgage IQ

Automatically do this!

Enable Integrations or automations with these events of Status Hero and Mortgage IQ

Enable Integrations or automations with these events of Status Hero and Mortgage IQ

Actions

Create Team Holiday

Create Team Holiday

Creates a team-wide holiday for your team.

Record Member Absence

Record Member Absence

Records leave, vacation, or absence for a team member.

Record an Activity

Record an Activity

Records an activity and adds it to the next check-in for a specific team member.

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Frequently Asked Questions

How do I start an integration between Status Hero and Mortgage IQ?

To start, connect both your Status Hero and Mortgage IQ accounts to viaSocket. Once connected, you can set up a workflow where an event in Status Hero triggers actions in Mortgage IQ (or vice versa).

Can we customize how data from Status Hero is recorded in Mortgage IQ?

Absolutely. You can customize how Status Hero data is recorded in Mortgage IQ. This includes choosing which data fields go into which fields of Mortgage IQ, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Status Hero and Mortgage IQ?

The data sync between Status Hero and Mortgage IQ 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 Status Hero to Mortgage IQ?

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 Status Hero and Mortgage IQ?

Yes, you can set conditional logic to control the flow of data between Status Hero and Mortgage IQ. 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.

Status Hero

About Status Hero

Status Hero is a tool that helps teams track daily goals, activity logs, and blockers for more effective project management and communication.

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Mortgage IQ

About Mortgage IQ

Mortgage iQ is a system for providing Mortgage CRM, Lead Management and Marketing for Retail, Wholesale, Correspondent and Consumer Direct Lenders.

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