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Surefire CRM logoSurefire CRM logo

LendingPad + Surefire CRM

LendingPad + Surefire CRM

LendingPad + Surefire CRM integrations

Update and manage contacts in Surefire CRM whenever loans are updated in LendingPad

Streamline your customer relationship management with an automated workflow between LendingPad and Surefire CRM. Every time you update a loan in LendingPad, the same loan details get simultaneously updated in Surefire CRM. This seamless process not only eliminates the chance of manual errors but also saves significant time. Focus more on enhancing your client relationships while this workflow takes care of maintaining the accuracy of your loan tracking system.

  1. When this happens...
    Loan Updated
    Loan Updated
    Loan UpdatedTriggers when loan was updated.
    TriggerInstant
  2. automatically do this!
    Create Contact
    Create Contact
    Create ContactCreates a new contact or updates an existing contact.
    ActionWrite
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More things you can do with LendingPad and Surefire CRM

Discover other triggers and actions you can use with LendingPad and Surefire CRM

  • LendingPad triggers, actions, and search
    Loan Updated

    Triggers when loan was updated.

    Trigger
    Instant
    Try It
  • Surefire CRM triggers, actions, and search
    Create Contact

    Creates a new contact or updates an existing contact.

    Action
    Write
    • Branch
    • Campaign
    • Borrower First Name
      Required
    • Borrower Last Name
      Required
    • 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
    • Purpose
      Required
    • LoanType
      Required
    • AppraisalValue
    • PurchasePrice
    • LoanAmount
    • CreditScore
    • Term
    • NoteRate
    • PropertyType
      Required
    • 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
    Action
    Write
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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 moreLearn moreHelpHelp
Related categories
eCommerce
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About Surefire CRM
Surefire CRM is a multi-faceted mortgage industry CRM marketing platform that offers personalized database marketing with unique content.
HelpHelp
Related categories
CRM (Customer Relationship Management)
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