Main Issue

Bank statements were processed manually, downloaded from DocuSign, uploaded to MoneyThumb, and entered into Pipedrive. This slowed underwriting and required dedicated staff time.

Main Goals

• Eliminate manual processing
• Automate underwriting analysis
• Automatically update the CRM

How These Goals Were Achieved

• Automated intake directly from DocuSign
• Implemented an AI step in Zapier to clean and normalize bank statement URLs
• Sent structured data via webhook to Make only when three bank statements are present
• Integrated MoneyThumb API for automated underwriting analysis
• Automatically uploaded underwriting results and reports into Pipedrive to the correct deal

Automated Workflow

1. Client Submission

• A client completes a DocuSign form.
• The submission includes client information and three bank statements.

2. Zapier / AI 

• When the DocuSign is completed, Zapier triggers.
• Zapier creates a new deal and person in Pipedrive.
• An AI step in Zapier normalizes and cleans the bank statement URL strings.
• Zapier then sends a structured webhook (with the cleaned URLs and deal ID) to Make.com only if the person uploaded three bank statements.

3. Processing in Make + MoneyThumb

• Make receives the webhook with the three bank statements and deal ID.
• The three bank statements are sent to MoneyThumb via API.
• MoneyThumb analyzes them and returns an Excel underwriting report.

4. Automatic CRM Update

• Make receives the Excel output.
• The underwriting Excel report is uploaded directly into Pipedrive to the correct deal.