Daily AI Mortgage + LendingPad
Update Daily AI Mortgage contacts whenever LendingPad loans are updated
Stay on top of your client updates with this workflow. When a loan is updated in LendingPad, it triggers the creation or an update of a Contact in the Daily AI Mortgage app. This streamlined process removes the need for manual data entry, ensuring your client information in Daily AI Mortgage stays consistent with your LendingPad records. Your loan management process becomes seamless, saving you valuable time to focus on more critical tasks.
Stay on top of your client updates with this workflow. When a loan is updated in LendingPad, it triggers the creation or an update of a Contact in the Daily AI Mortgage app. This streamlined process removes the need for manual data entry, ensuring your client information in Daily AI Mortgage stays consistent with your LendingPad records. Your loan management process becomes seamless, saving you valuable time to focus on more critical tasks.
- When this happens...Loan Updated
Triggers when loan was updated.
- automatically do this!Create / Update a Contact
Create or update an existing contact in the CRM.
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Loan Updated
Triggers when loan was updated.
Try ItNew 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
