Jotform + LendingPad
Create new LendingPad leads / loans from new Jotform submissions
When a new submission is made in Jotform, it's necessary to manually input these details into LendingPad to create new leads or loans. With this workflow, that process becomes effortless. As soon as you receive submissions on Jotform, the associated information directly creates a new lead or loan in LendingPad, allowing you to focus more energy on cultivating those leads and closing loans, rather than getting bogged down by data entry.
When a new submission is made in Jotform, it's necessary to manually input these details into LendingPad to create new leads or loans. With this workflow, that process becomes effortless. As soon as you receive submissions on Jotform, the associated information directly creates a new lead or loan in LendingPad, allowing you to focus more energy on cultivating those leads and closing loans, rather than getting bogged down by data entry.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create New Lead / Loan
Creates a new lead/loan in LendingPad.
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FormRequired
Try ItSelect a formRequired
Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
Loan Updated
Triggers when loan was updated.
Try It
DocumentRequired
Try ItSelect a formRequired
Assignee emailRequired
Invitation Message
Prefilled Field Permissions
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
