ClickUp + LendingPad
Create tasks in ClickUp when loans are updated in LendingPad
Keep your workflow smooth and efficient by automating tasks with LendingPad and ClickUp. With this setup, whenever a loan update occurs in the LendingPad interface, a corresponding task will be promptly created in ClickUp. This automation makes it easier to track loan modifications, ensuring that all pertinent data is always within reach and the chance of missed or duplicated work is significantly reduced.
Keep your workflow smooth and efficient by automating tasks with LendingPad and ClickUp. With this setup, whenever a loan update occurs in the LendingPad interface, a corresponding task will be promptly created in ClickUp. This automation makes it easier to track loan modifications, ensuring that all pertinent data is always within reach and the chance of missed or duplicated work is significantly reduced.
- When this happens...Loan Updated
Triggers when loan was updated.
- automatically do this!Create Task
Creates a new task.
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Loan Updated
Triggers when loan was updated.
Try ItWorkspaceRequired
Try ItWorkspaceRequired
Try ItWorkspaceRequired
Checklist NameRequired
Checklist ItemRequired
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
WorkspaceRequired
Try ItWorkspaceRequired
Try ItWorkspaceRequired
Folder NameRequired
