Mortgage iQ Zapier integrationAutomate Mortgage iQ with Zapier.
The Mortgage iQ Zapier integration has 1 trigger, no action and no search. New Lead/Loan is a polling trigger: Zapier checks Mortgage iQ at your plan's interval and hands each lead or loan added there to the tools you pick. Here is how to use it and what it costs.
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What the Mortgage iQ Zapier integration actually does
Mortgage iQ is a mortgage CRM with lead management and marketing built in, aimed at retail, wholesale, correspondent and consumer direct lenders. The integration plugs it into Zapier, so a Zap (the automation you build on Zapier: one trigger, then one or more actions that run each time it fires) can carry each new lead or loan to your other tools.
One trigger, so the value comes from what you put after it. Three examples. A pipeline report that fills itself: each lead or loan added to Mortgage iQ becomes a row in a spreadsheet your managers already read. A heads-up for the right person: with a filter in front, only the files that match your condition reach a team chat channel. A follow-up list: the new lead lands in your email tool's audience, ready for whatever sequence you run there.
What Zapier does not do here matters as much. Mortgage iQ offers no action on Zapier, so a Zap cannot write back into it: no status, no note, no assignment. There is no search step either, so a Zap cannot fetch a lead or a loan that already existed. The trigger is a polling one, so a new file reaches your tools at the next check, not the moment it is added. And anything added before the Zap is switched on is never sent.
If you are still weighing tools, see our n8n vs Zapier comparison.
Zapier vocabulary in one minute
Eight words carry this page. Each one is explained once, here, then used as is.
- Zap
- The automation itself: one trigger, then one or more actions that run each time the trigger event happens.
- Trigger
- The event in an app that starts the Zap. For Mortgage iQ, the only one is a new lead or loan being added.
- Action
- What the Zap does once it has started: the step that writes or sends something. With Mortgage iQ, actions happen in your other tools.
- Task
- The unit Zapier bills. One task is one action your Zap completes successfully; your plan counts those.
- Polling trigger
- A trigger Zapier checks on a timer: it asks the app for new items at a fixed interval and keeps only what it has not seen.
- Instant trigger
- A trigger the app reports itself, the moment the event happens. Mortgage iQ has none, so its trigger waits for the next check.
- Filter
- A step that lets the Zap carry on only when what arrived meets the condition you set, and stops it otherwise.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A second action or a filter makes one, and it then needs a paid plan.
What it really costs
Mortgage iQ is not a premium app, so it works from the free plan. You pay in tasks, and the trigger itself is free.
- Free plan100 tasks a month, unlimited two-step Zaps
- Trigger checksNever billed
- Successful action1 task each
- Premium appNo
Checking Mortgage iQ for new leads and loans never costs a task, however often Zapier looks. Each action that succeeds in your other tools counts once, so one lead sent to a sheet and to a chat uses two tasks, and an action that fails is not counted. The free plan gives 100 tasks a month and unlimited Zaps, each limited to two steps. The interval grid below sets how often New Lead/Loan is checked on each plan.
Connect Mortgage iQ to Zapier in three steps
- 01
Open your connections
In Zapier, open the Apps page and click + Add connection. A connection is your Mortgage iQ account linked once, then reused by every Zap that starts from it.
- 02
Pick Mortgage iQ
Search for Mortgage iQ in the dialog, select it and click Add connection. You need an account on Mortgage iQ, plus read or write access on anything you do not own yourself and want the Zap to touch.
- 03
Sign in and allow access
A tab opens on Mortgage iQ. Sign in with the account whose leads and loans the Zap should see, then grant Zapier access to it. The connection is ready.
Your first Zap: a chat alert for the files that matter
GoalEach new lead or loan in Mortgage iQ that meets your condition posts a message to a team chat channel, so the right person picks it up.
- 01
Pick the trigger
Build a new Zap, choose Mortgage iQ as the trigger app and New Lead/Loan as the event, then select the connection you made above.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent items of the connected account, so pick a real lead or loan and read the fields it carries.
- 03
Add the filter
Add a Filter step from the plus icon, then set the field, the rule and the value. Use a text rule for text and a number rule for numbers. A filter needs a paid plan.
- 04
Add the chat message
Pick your team chat and its action to send a message. Choose the channel, then write the message with values from the Mortgage iQ sample.
- 05
Test, then publish
Test the message and read it in the channel. If it looks right, publish the Zap; from then on Zapier checks Mortgage iQ at your plan's interval.
The Mortgage iQ trigger
1 event starts a Zap when something happens in Mortgage iQ. Zapier checks for them at the interval your plan allows.
New Lead/Loan
Polling triggerIn Zapier“Triggers when a new lead/loan is added to MiQ.”
Passes your Zap each new lead or loan added to Mortgage iQ, one at a time, so the next steps can log it, route it or announce it elsewhere. It is the only way Mortgage iQ data enters Zapier.
When a Mortgage iQ Zap breaks
Zapier attaches no help article to Mortgage iQ, so the known failure points are the general ones of any Zap built on a polling trigger.
Read these three cases before you publish. If a Zap still stops, our Zapier troubleshooting page is the next place to go.
Nothing from before the Zap
A Zap only reacts to what happens after you switch it on. Leads and loans added earlier are not picked up; moving that backlog is a separate job.A large batch held back
After a bulk import or a migration, a trigger can suddenly return a huge batch. Zapier's flood protection can hold it back.The same file, once
On a polling trigger, Zapier keeps track of what it has already seen, so the same lead or loan does not start the Zap twice.
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