HubSpot + LendingPad
Create contacts in HubSpot when loans are updated in LendingPad
Keep your HubSpot contacts up-to-date with this convenient workflow. Whenever a loan is updated in LendingPad, this automation will create a new contact in HubSpot, ensuring your contact list remains current and accurate. Streamline your lending process and improve your customer relationship management with this seamless integration.
Keep your HubSpot contacts up-to-date with this convenient workflow. Whenever a loan is updated in LendingPad, this automation will create a new contact in HubSpot, ensuring your contact list remains current and accurate. Streamline your lending process and improve your customer relationship management with this seamless integration.
- When this happens...Loan Updated
Triggers when loan was updated.
- automatically do this!Create Contact
Creates a Contact in HubSpot.
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Loan Updated
Triggers when loan was updated.
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Additional properties to retrieve
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Additional properties to retrieve
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Additional properties to retrieve
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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
Note
Additional properties to retrieve
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Additional properties to retrieve
Try ItNote
Additional properties to retrieve
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