Matching loan applicants to the

Matching loan applicants to the right product manually is slow, inconsistent, and doesn't scale. This handles the entire decision tree automatically.

Built one of the most complex Make.com automations in this portfolio a Loan Match Quiz system that captures quiz responses via webhook, fetches the applicant data, then fans out across a massive multi-branch router. Each branch evaluates the quiz answers against loan criteria, sets the relevant variables via Supabase-style data nodes, and triggers a tailored email sequence based on the matched loan product. Dozens of routing paths cover every possible quiz outcome, ensuring every applicant gets the right response, the right offer, and the right follow-up instantly.

Quiz submitted. Profile matched. Personalised loan offer emailed. Automatically.

Stack: Webhooks · Make.com · HTTP · Supabase · Router · Email