Pre-Approve Me

Integrations

Connects with the tools you already use

Pre-Approve Me integrates with leading LOS, CRM, and marketing platforms to fit seamlessly into your existing workflow.

Loan Origination Systems

Sync applications, conditions, and milestones with your LOS.

L

LendingPad

Sync applications, conditions, and milestone updates with LendingPad.

Learn more
A

Arive

Connect with Arive to keep loan data and borrower status in step.

E

Encompass

Two-way sync with Encompass for applications, conditions, and milestone updates.

P

Plus More

Don't see your LOS? Our API and Zapier connections cover most other systems.

CRM Platforms

Push leads and track borrower relationships in your CRM.

S

Salesforce

Sync leads, contacts, and loan status with Salesforce for complete pipeline visibility.

V

Velocify

Automatic lead routing and status updates with Velocify LeadManager.

B

BNTouch

Bi-directional sync with BNTouch CRM for mortgage-specific relationship management.

J

Jungo

Connect with Jungo for Salesforce-based mortgage CRM workflows.

Marketing & Automation

Automate marketing workflows and borrower communications.

Z

Zapier

Connect Pre-Approve Me with 5,000+ apps through Zapier automations.

M

Mailchimp

Sync borrower lists and trigger email campaigns based on loan milestones.

A

ActiveCampaign

Automate drip campaigns and borrower nurture sequences.

H

HubSpot

Full inbound marketing integration with HubSpot CRM and Marketing Hub.

Communication

Keep borrowers and partners informed across channels.

T

Twilio

SMS notifications for milestone updates, condition reminders, and more.

S

SendGrid

Transactional email delivery for automated borrower communications.

S

Slack

Team notifications for new applications, milestones, and pipeline updates.

M

Microsoft Teams

Pipeline alerts and team collaboration within Microsoft Teams.

Don't see your integration?

Our Enterprise plan includes custom integrations and a full REST API. Contact our team to discuss your specific integration needs.

Talk to Sales
14-day free trial

Ready to Attract, Engage, and Convert more clients

Join our community of loan officers who have closed more loans with Pre-Approve Me. Try it free for 14 days.

Start FreeBook a Demo

No credit card required. Set up in under 5 minutes.