Automation

Loan Processing Automation - Make.com, LendingWise & ClickUp

Automation Engineer / Make.com Developer

Business summary
Operations automation • Automate inbound/outbound communications with fast routing
  • Eliminated repetitive manual steps across the workflow
  • Faster response time and fewer missed handoffs
  • Error handling and edge-case coverage to reduce operational risk

What I built

Built an end-to-end mortgage loan-processing automation for a financial lender. Using Make.com webhooks, routers and tools modules, I synced LendingWise (loan origination system) events - new loans, loan processing, terms sent and loan notes - straight into ClickUp tasks via the ClickUp API (List Tasks, Edit Task, Make an API Call). I also configured GoHighLevel (GHL) CRM dashboards, opportunity pipelines and workflow automations (email/SMS, after-call triggers, lead campaigns) to track 1,000+ opportunities worth $428K. JSON parsing and Microsoft 365 / Outlook modules completed the data flow.

Tech stack

Make.comLendingWiseClickUpGoHighLevel (GHL)API IntegrationClickUp APIGoHighLevelGHLWebhooksJSONMicrosoft 365OutlookOpenAICRM AutomationLoan AutomationMortgageLead Management