LendingPad + Shape

Create new Shape records when loans are updated in LendingPad

Easily keep track of updates made to your loans on LendingPad by creating a corresponding record in the Shape app. With this workflow, every time a loan is updated in LendingPad, a new record matching the details will be initiated in Shape. It's a great way to ensure all changes are documented in both systems, making your loan management process more efficient and error-free.

Easily keep track of updates made to your loans on LendingPad by creating a corresponding record in the Shape app. With this workflow, every time a loan is updated in LendingPad, a new record matching the details will be initiated in Shape. It's a great way to ensure all changes are documented in both systems, making your loan management process more efficient and error-free.

  1. When this happens...
    LendingPadLendingPad
    Loan Updated

    Triggers when loan was updated.

    TriggerInstant
  2. automatically do this!
    ShapeShape
    Create Record

    Create a new record within the CRM

    ActionWrite
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Supported triggers and actions

  • LendingPad triggers, actions, and search

    Loan Updated

    Triggers when loan was updated.

    Trigger
    Instant
    Try It
    • First NameRequired

    • Last NameRequired

    • Phone NumberRequired

    • EmailRequired

    Action
    Write
    • Record IDRequired

    • Status NameRequired

    Action
    Write
    • 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

    Action
    Write
    • Record IDRequired

    • First Name

    • Last Name

    • Phone Number

    • Email Address

    Action
    Write
    • Record IDRequired

    Action
    Search
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About LendingPad

LendingPad is a loan origination system to help streamline origination tasks, while strengthening communication and lowering the total cost of lending.

Related categories

  • eCommerce
shape logo
shape logo

About Shape

Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.

Related categories

  • CRM (Customer Relationship Management)

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