eEndorsements + LendingPad + Filter by Zapier

Update contacts in eEndorsements with new loan updates in LendingPad

As loans are updated in LendingPad, this integration automatically imports borrowers' details into eEndorsements. Send out review surveys without getting bogged down in tedious manual updates.

When this happens...
Loan UpdatedTriggers when loan was updated.
TriggerInstant
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Create or Update ContactCreates a new contact.
ActionWrite

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Loan Updated
Triggers when loan was updated.
Trigger
Instant
Try It
- Only continue if...
  Required
Action
Filter

- Branch
- Campaign
- Borrower First Name
  Required
- Borrower Last Name
  Required
- 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
- Purpose
  Required
- LoanType
  Required
- AppraisalValue
- PurchasePrice
- LoanAmount
- CreditScore
- Term
- NoteRate
- PropertyType
  Required
- Units
- OtherFinancing
- CLTV
- LTV
- Program
- SubjectPropertyAddressStreet
- SubjectPropertyAddressCity
- SubjectPropertyAddressState
- SubjectPropertyAddressZipCode
- ProposedHousingExpenseFirstMortgage
- ProposedHousingExpenseOtherFinance
- ProposedHousingExpenseHazardInsurance
- ProposedHousingExpensePropertyTax
- ProposedHousingExpenseMortgageInsurance
- ProposedHousingExpenseHoa
- ProposedHousingExpenseOther
- 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
- Email
  Required
- First Name
- Last Name
- Mobile Phone
- Home Phone
- City
- State
Action
Write

About eEndorsements

EEndorsements is an easy way to manage your online reputation and capture valuable customer feedback.

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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.

Learn moreLearn moreHelpHelp

Related categories

eCommerce

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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Developer Tools

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