LendingPad + Act! Integrations
How to connect LendingPad + Act!
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Loan Updated
Triggers when loan was updated.
Try It
Auth Test
Tests authentication by getting 1 contact.
Try ItNew Opportunity
Triggers when a new opportunity is created.
Try ItContactRequired
The contact this note will be associated with.
Note TextRequired
Note details.
Private
Whether the note is public (default) or private to you.
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
New Contact
Triggers when a new contact is created.
Try ItActivity TypeRequired
Regarding
Schedule WithRequired
The contact this activity will be scheduled with.
Start TimeRequired
End TimeRequired
Details
Location
Priority
Is Private
Name
Name of the opportunity.
ContactRequired
The contact this opportunity will be associated with.
Estimated Close DateRequired
When this opportunity is likely to close.
Status
Status of the opportunity.
Probability
Likelihood of the opportunity materializing.
Actual Close Date
When this opportunity closed.
Competitor
Referred By
Source of the opportunity.
Reason
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.
Related categories
Related categories
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