Loanzify Mojo

Loanzify + Mojo Integrations

Put Loanzify + Mojo to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Loanzify and Mojo below — describe the exact one you want above and the Agent builds it on demand.

Loanzify + Mojo When a new loan is created in Loanzify, push contact details into Mojo Dialer.
Enroll new CRM leads in marketing campaigns When a new lead is created in Mojo, automatically add them to an onboarding campaign in Loanzify so they receive relevant marketing materials instantly. See details
Create sales contacts from marketing leads When a new lead is captured in Loanzify, automatically create a matching contact record in Mojo so your sales team can begin outreach. See details
Tag active deals for targeted messaging When a deal stage changes in Mojo, automatically apply a strategic tag to the contact in Loanzify to trigger tailored follow-up messages. See details

Browse the full workflow library →

Looking to achieve something else with Loanzify and Mojo?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Loanzify and Mojo

Everything Loanzify and Mojo can do inside a workflow — the triggers that start one and the actions that run when it fires.

Loanzify Explore Loanzify →

Loanzify is a mortgage point-of-sale platform designed for loan officers to streamline digital loan applications and client communication.

Triggers
New Lead

Triggers when a form is submitted from LHP3

New Loan Created

Triggers when a new loan is created.

Actions
Create Lead

Create a new lead in your account

Create Loanzify Loan

Creates a new loan in your Loanzify pipeline

Mojo Explore Mojo →

Mojo is a multi-line power dialer and lead management CRM software built for sales professionals and real estate agents to maximize phone prospecting.

Triggers
New Contact in Group

Triggers when a contact is added to a group in Mojo (contact sync is not available for contacts within a previous integration).

New Contact

Triggers when a new contact is created (through the create contact form in Data & Dialer section).

Contact Number Marked as "Bad Number"

Triggers when a contact number is marked as "Bad Number" in Mojo.

Send Button Clicked

Triggers via the Send to Zapier button in Actions dropdown of the contact screen. Used for sending Mojo Neighborhood Search and Mojo Skip Traced data.

Contact Updated

Triggers when a contact is updated. Specifically when a basic field (like name, address, etc), misc field (Listing Status, etc), note or information field (Last Call Result, etc) is changed in Mojo.

New Activity

Triggers when a new activity is created.

Actions
Create Contact in Calling List

Create Contact in Mojo and assign to calling list.

Create Contact in Group

Create a contact in Mojo and assign to one or more groups.

Create Activity

Creates a calendar activity in Mojo.

Update Contact

Update Contact in Mojo. A Contact_ID value is necessary. It can be retrieved from a New Contact, New Contact in Group or Contact Updated trigger or from the Create Contact in Group Action.

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Customer Stories

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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Loanzify + Mojo

Is there a pre-built Loanzify + Mojo automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Loanzify and Mojo's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Loanzify or Mojo connector?

No. The Agent works whether or not Loanzify or Mojo already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How do Mojo and Loanzify work together to nurture leads?

When a new lead is added in sales or marketing, prospect information is automatically synced between both platforms so your marketing team can launch targeted email sequences immediately.

Will customer unsubscribe status sync across both tools?

Yes, if a contact opts out or updates their preferences, their profile can be automatically updated across both Mojo and Loanzify to maintain compliance.

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