How to connect LendingPad + Act!
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Triggers when loan was updated.Try ItTriggerInstant
Tests authentication by getting 1 contact.Try ItTriggerScheduled
Triggers when a new opportunity is created.Try ItTriggerScheduled
The contact this note will be associated with.
Whether the note is public (default) or private to you.
Borrower First NameRequired
Borrower Last NameRequired
Borrower Mobile Phone
Borrower Home Phone
Borrower Work Phone
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 Birth Date
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
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
Loan Assistant ID
Loan Assistant Email
Loan Officer ID
Loan Officer Email
Loan Officer Nmls ID
Loan Processor ID
Loan Processor Email
Triggers when a new contact is created.Try ItTriggerScheduled
The contact this activity will be scheduled with.
Name of the opportunity.
The contact this opportunity will be associated with.
Estimated Close DateRequired
When this opportunity is likely to close.
Status of the opportunity.
Likelihood of the opportunity materializing.
Actual Close Date
When this opportunity closed.
Source of the opportunity.
How LendingPad + Act! Integrations Work
- Step 1: Authenticate LendingPad and Act!.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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