Loanstack and Salesflare
How to connect Loanstack
- Via Zapier — 9 operations available. Set it up ↗
About Loanstack
Loanstack is a lending operations platform for managing borrowers, loans, repayments, documents, and collections.
Loanstack operations on Zapier
Triggers (1)
Start a workflow when this happens
- New Loanstack Event — Triggers when the selected Loanstack lifecycle event occurs.
Actions (6)
Things Salesflare can make it do
- Activate Loan — Activates a draft loan, locks its terms, posts its opening ledger entries and generates its repayment schedule.
- Create Borrower — Creates a tenant-owned borrower in Loanstack.
- Create Collection Case — Opens an auditable collection case for an active Loanstack loan.
- Create Draft Loan — Creates a draft loan; approval and activation remain controlled in Loanstack.
- Log Collection Activity — Adds an auditable activity to a Loanstack collection case.
Show 1 more actions
- Record Payment — Records and allocates an idempotent payment against a Loanstack loan.
Searches (2)
Look up existing records
- Find Borrower — Finds a tenant-owned borrower by Loanstack ID, name or email.
- Find Loan — Finds a tenant-owned loan by its Loanstack ID or exact reference.
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