Automated forwarding of financial/loan application forms

Purpose

1.1. Automating the forwarding of financial and loan application forms for GMC dealers ensures all submitted digital or scanned forms are routed to the correct compliance or finance department, guaranteeing audit trails, data accuracy, reduced manual handling, and timely customer processing.
1.2. This automation ensures every application form—whether uploaded online, emailed, embedded on a dealership site, or produced at a retail location—is automatically detected, parsed, verified for completeness, securely transferred, logged, and distributed to regulatory systems, CRM, and internal notification flows required for documentation and compliance.

Trigger Conditions

2.1. New form submission via web portal or dealership kiosk.
2.2. Arrival of application form attachments by email to specified inbox.
2.3. Successful scan/upload using document scanners or mobile scanning apps.
2.4. API event from CRM/finance management system indicating a new application form was captured.
2.5. Scheduled batch uploads at pre-set intervals (hourly/daily).

Platform Variants

3.1. Adobe Acrobat Sign
• Feature/Setting: Use "Webhook Notification" to trigger when a new signed application is completed.
3.2. Microsoft Power Automate
• Feature/Setting: "When a new file is created in OneDrive" for form uploads, configure forwarding via email or HTTP action.
3.3. Google Drive API
• Feature/Setting: Use "Files: watch" to monitor for new application uploads and trigger forwarding automation.
3.4. DocuSign
• Feature/Setting: "Envelopes: Envelope Completed" event for triggering forwarding post-signature.
3.5. Salesforce
• Feature/Setting: "New Record" trigger in Financial Application object with auto-forward via Flow or Apex.
3.6. Zapier
• Feature/Setting: "New Attachment in Gmail" with conditional logic to forward PDFs to compliance endpoints.
3.7. Box.com
• Feature/Setting: "File Uploaded" event, automate alert/forward with Box Relay flows.
3.8. HubSpot
• Feature/Setting: "Form Submission" automation in marketing automation to forward data via webhook.
3.9. Twilio SendGrid
• Feature/Setting: "Inbound Parse Webhook" for receiving forms, automate forwarding via API POST.
3.10. Slack
• Feature/Setting: "New File Uploaded" automation, channel forwarding to compliance team.
3.11. SFTP/FTP Server
• Feature/Setting: "Directory Watcher", automating webhook or script to forward files detected.
3.12. Dropbox
• Feature/Setting: "File Request" or "New File" trigger, automate forwarding directly via API.
3.13. AWS Lambda
• Feature/Setting: "ObjectCreate" event in S3 bucket triggers Lambda function to forward forms.
3.14. Azure Logic Apps
• Feature/Setting: "When a file is created or modified" with forwarding workflow to secure archive or email.
3.15. OnBase (Hyland)
• Feature/Setting: "Document Import Processor", automate outbound routing after import.
3.16. Ironclad
• Feature/Setting: "Workflow Completed" webhook or email trigger, forward application packet.
3.17. Smartsheet
• Feature/Setting: "New Row Added" for application tracking, automate forwarding attachments.
3.18. PandaDoc
• Feature/Setting: "Document Completed" webhook, automatically forwards final docs.
3.19. Mailgun
• Feature/Setting: "Route" with filter, forwarded to specified application processing API.
3.20. Google Forms
• Feature/Setting: "On Form Submit" script, automating HTTP POST to compliance endpoint.
3.21. Formstack
• Feature/Setting: "Form Submission" trigger with document forwarding enabled.
3.22. SharePoint Online
• Feature/Setting: "File Created" in Document Library, automatedly start compliance forwarding workflow.
3.23. ServiceNow
• Feature/Setting: "Record Inserted" in Application Table, automate assign and escalate to compliance.
3.24. Shopify (if retail integrates financing)
• Feature/Setting: "Order Paid" triggers API call to send loan application data package.

Benefits

4.1. Automated forwarding eliminates delays and errors from manual routing.
4.2. Automation improves record-keeping, auditability, and regulatory compliance for every application.
4.3. Automates notification, escalation, and queue updating for every new loan/financial request.
4.4. Automatable handling allows high volumes of documentation at scale without added staff.
4.5. Automating the process speeds up application review and customer turnaround.
4.6. All automations ensure data accuracy, security, and traceability across systems, crucial in documentation & compliance.