IntegrationssurvicateMortgage IQ
survicate + Mortgage IQ

Connect survicate and Mortgage IQ to Build Intelligent Automations

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survicate

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Mortgage IQ

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Frequently Asked Questions

How do I start an integration between survicate and Mortgage IQ?

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

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

Absolutely. You can customize how survicate 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 survicate and Mortgage IQ?

The data sync between survicate 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 survicate 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 survicate and Mortgage IQ?

Yes, you can set conditional logic to control the flow of data between survicate 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.

survicate

About survicate

Survicate is an effortless survey tool that allows you to collect continuous customer feedback via email, web, in-product, and mobile apps.

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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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