Version 1.1.7.24588 Part I

Scarlett Mortgage
Release Notes

Download Notes
Version 1.1.7.24588 Part I

Scarlett Mortgage
Release Notes

Download Notes
1. Zapier Integration

Scarlett Mortgage is currently integrated with Zapier. The integration is a two-way push from Scarlett Mortgage to Zapier, so users can now both send data out from Scarlett and update data in Scarlett via Zapier Integration.

Enhanced Triggers for Leads and Deals: We have upgraded our triggers for leads and deals to improve functionality and efficiency and have built a larger application that now includes a more extensive list of triggers and actions.

Triggers

Triggers are events that happen in Scarlett Mortgage and send data to Zapier.

For example, triggers can be:

  • A new deal or lead is created
  • A deal or lead is updated
  • A document or note is added or deleted
  • A participant or property is added or removed
Actions

Actions are instructions from Zapier to Scarlett Mortgage based on the triggers it receives.

For instance, actions include:

  • Creating or updating a deal or lead from Zapier
  • Adding or updating notes from Zapier
  • Creating new leads from Zapier

Here is the full list of triggers sent from Scarlett Mortgage to Zapier.

  • App/Deal submitted by applicant
  • Non-Primary Applicant group updated
  • Deal updated by agent
  • Non-Primary Applicant Group Deleted
  • Deal submitted to lender
  • Document Added
  • Lender response received
  • Document Updated
  • Properties owned added
  • Document Deleted
  • Properties owned deleted
  • User profiles
  • Properties owned Updated
  • Lead created
  • Mortgage request Deleted
  • Lead updated
  • Fee Deleted
  • Lead deleted
  • Note added
  • Lead note added
  • Note updated
  • Lead note updated
  • Note Deleted
  • Lead note deleted
  • Participant Added
  • Lead co applicant updated
  • Participant Removed
  • Lead co applicant deleted
  • Deal Deleted
  • Lead document added
  • Non-Primary Applicant updated
  • Lead document Deleted
  • Non-Primary Applicant Deleted
  • Lead document updated
  • Lead owners

Here is the full list of actions sent from Zapier to Scarlett Mortgage.

  • Create deal
  • Create lead note
  • Create deal note
  • Update deal
  • Create lead
  • Update deal submission
  • Update lead
2. Important Note for Users Transitioning to the new Zapier Scarlett Enhancement Integration

After updating the Event App details in each Zap to the new Scarlett Enhancement integration, it is essential to manually re-test the trigger by clicking the “Test Trigger” button.This step is necessary to ensure that the Zap is correctly reconfigured, especially if you have duplicated it. Without re-testing, the Zap may continue to reference outdated data from the previous integration.