LendingPad + monday.com
Update items in monday.com when loans are updated in LendingPad
Streamline your loan management procedure using this efficient workflow. When a loan gets updated within LendingPad, the workflow creates a new item in your monday.com board immediately. This straightforward process ensures every detail is accurately logged, sparing you from manual data entry and granting you more time to focus on other priorities. Experience an enhanced management system, where no loan detail ever goes unnoticed.
Streamline your loan management procedure using this efficient workflow. When a loan gets updated within LendingPad, the workflow creates a new item in your monday.com board immediately. This straightforward process ensures every detail is accurately logged, sparing you from manual data entry and granting you more time to focus on other priorities. Experience an enhanced management system, where no loan detail ever goes unnoticed.
- When this happens...Loan Updated
Triggers when loan was updated.
- automatically do this!Create Item
Create a new Item in a board
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Loan Updated
Triggers when loan was updated.
Try ItBoard IDRequired
Try ItNew Board
Triggers when a new board is created.
Try ItBoard IDRequired
Column IDsRequired
Try It
Branch
Campaign
Borrower First NameRequired
Borrower Last NameRequired
Borrower Email
Borrower Mobile Phone
Borrower Home Phone
Borrower Work Phone
Borrower SSN
Borrower Birth Date
Borrower Current Address - Street
Borrower Current Address - City
Borrower Current Address - State
Borrower Current Address - Zip Code
Co-Borrower First Name
Co-Borrower Last Name
Co-Borrower Email
Co-Borrower Birth Date
Co-Borrower SSN
Co-Borrower Home Phone
Co-Borrower Mobile Phone
Co-Borrower Work Phone
Co-Borrower Current Address - Street
Co-Borrower Current Address - City
Co-Borrower Current Address - State
Co-Borrower Current Address - Zip Code
Occupancy
PurposeRequired
Loan TypeRequired
Appraisal Value
Purchase Price
Loan Amount
Credit Score
Term
Note Rate
Property TypeRequired
Units
Other Financing
CLTV
LTV
Program
Subject Property Address Street
Subject Property Address City
Subject Property Address State
Subject Property Address Zip Code
Proposed Housing Expense First Mortgage
Proposed Housing Expense Other Finance
Proposed Housing Expense Hazard Insurance
Proposed Housing Expense Property Tax
Proposed Housing Expense Mortgage Insurance
Proposed Housing Expense Hoa
Proposed Housing Expense Other
Note
Loan Assistant ID
Loan Assistant Email
Loan Officer ID
Loan Officer Email
Loan Officer Nmls ID
Loan Processor ID
Loan Processor Email
Reference ID
Board IDRequired
Try ItBoard IDRequired
Try ItBoard IDRequired
Column IDRequired
Try It
