Create integrations between Daily AI Mortgage and LendingPad to automate any workflow
WHEN THIS HAPPENS
New ContactAUTOMATICALLY DO THIS
Create New Lead / LoanEndless possibilities
Create your first workflow
Quickly automate workflows with Daily AI Mortgage and LendingPad using Zapier's templates.
Our most popular template
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Contact
Triggers when a new contact is created for some specific user.
Try ItLoan#Required
Milestone/Status
Loan Purpose
Borrower - First NameRequired
Borrower - Last Name
Borrower - Email
Borrower - Phone
Borrower - Contact Source
Property Address Line 1
Property Address Line 2
Property City
Property State
Property Zip
Lock Date
Closing Date
Funded Date
Lender
Loan Type
Loan Program
Term
Rate (%)
Loan Amount
Purchase Price
Down Payment
Loan To Value Percentege
Appraised Value
Income
Credit Score (Borrower)
Credit Score (Secondary or Co Borrower)
LOA
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
First NameRequired
Last Name
Email
Phone Number
Source
Tags
Groups
Date Of Birth
Gender
Address Line 1
Address Line2
City
State
Zip Code
Notes
Loan Updated
Triggers when loan was updated.
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