LendingPad + Microsoft Teams
Send chat messages in Microsoft Teams when loans are updated in LendingPad
Ensure timely team communication with this workflow. Whenever a loan is updated in LendingPad, a corresponding chat message is sent instantly in Microsoft Teams. Keep everyone on the same page and improve deal tracking without any manual effort from your side. A simple and efficient way to improve productivity in your lending business.
Ensure timely team communication with this workflow. Whenever a loan is updated in LendingPad, a corresponding chat message is sent instantly in Microsoft Teams. Keep everyone on the same page and improve deal tracking without any manual effort from your side. A simple and efficient way to improve productivity in your lending business.
- When this happens...Loan Updated
Triggers when loan was updated.
- automatically do this!Send Chat Message
Sends a message to an existing chat.
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Loan Updated
Triggers when loan was updated.
Try ItTeamRequired
Try ItChatRequired
Exclude messages by you?
Try ItTeamRequired
Try It
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
TeamRequired
ChannelRequired
Member
Highlight Word
Try ItNew Chat
Triggers when a new chat is created.
Try ItTeamRequired
ChannelRequired
Try It
