LendingPad + Act! Integrations

How to connect LendingPad + Act!

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Supported triggers and actions

What does this mean?
    • 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

    • Activity 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

  1. Step 1: Authenticate LendingPad and Act!.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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About LendingPad

LendingPad is a loan origination system to help streamline origination tasks, while strengthening communication and lowering the total cost of lending.
Learn more

Related categories

  • eCommerce
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About Act!

Collaborate with your team to stay up-to-date on the latest contacts and automate best practice sales processes.
Learn more

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