Automation Systems
Loan Processing Automation - Make.com, LendingWise & ClickUp
Built an end-to-end mortgage loan-processing automation using Make.com, LendingWise, ClickUp, GoHighLevel, Microsoft 365, Outlook, and OpenAI-assisted workflow steps.
Automation Engineer / Make.com Developer
Business summary
- Operations automation for inbound and outbound communications with fast routing.
- Eliminated repetitive manual steps across the mortgage workflow.
- Improved response time and reduced missed handoffs.
- Added error handling and edge-case coverage to reduce operational risk.
What I built
Built a mortgage loan-processing automation for a financial lender. Make.com webhooks, routers, and tools modules sync LendingWise loan events - new loans, loan processing, terms sent, and loan notes - into ClickUp tasks through the ClickUp API. I also configured GoHighLevel CRM dashboards, opportunity pipelines, and workflow automations for email, SMS, after-call triggers, and lead campaigns tracking 1,000+ opportunities worth $428K. JSON parsing and Microsoft 365 / Outlook modules complete the data flow.
Faster loan routing with fewer missed handoffs
Architecture
A simple operating path with explicit ownership.
Challenges
- Complex loan states
- CRM and task-system alignment
- Operational exceptions
Results
- 1,000+ opportunities tracked
- $428K pipeline visibility
- Reduced repetitive processing work
Tech Stack
Gallery
