Jotform + LendingPad integrations
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 this happens...New SubmissionTriggers when a new submission has been added to a specific form.
- automatically do this!Create New Lead / LoanCreates a new lead/loan in LendingPad.
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More things you can do with Jotform and LendingPad
Discover other triggers and actions you can use with Jotform and LendingPad
- FormRequired
Try ItTriggerInstant- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
ActionWrite- Select a formRequired
ActionWrite- Loan Updated
Triggers when loan was updated.
Try ItTriggerInstant
- DocumentRequired
Try ItTriggerPolling- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
ActionWrite- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- 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
- LoanTypeRequired
- AppraisalValue
- PurchasePrice
- LoanAmount
- CreditScore
- Term
- NoteRate
- PropertyTypeRequired
- 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
ActionWrite
The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
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LendingPad is a loan origination system to help streamline origination tasks, while strengthening communication and lowering the total cost of lending.
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