LendingPad + Teamleader Focus

Create new LendingPad leads / loans for new Teamleader Focus companies

Effortlessly streamline your sales and loan processes with this automation. When a new company is added to Teamleader Focus, this workflow creates a lead or loan in LendingPad, ensuring your customer information is consistently up-to-date across both systems. Spend less time manually entering data and more time focusing on closing deals and growing your business.

When this happens...
New Company
Triggers when a new Company is added.
TriggerInstant
automatically do this!
Create New Lead / Loan
Creates a new lead/loan in LendingPad.
ActionWrite

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Supported triggers and actions

What does this mean?

New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added.
Trigger
Instant
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Deal Accepted
Triggers when a deal is accepted.
Trigger
Instant
Try It
- First name
- Last nameRequired
- Salutation
- Primary
- Telephone
- Mobile
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Language
- Gender
- Birthdate
- Iban
- Bic
- Remarks
- Tags
- Custom Fields
- Marketing mails consent
Action
Write
- ContactRequired
- CompanyRequired
- Position
- Decision maker
Action
Write

- IdRequired
Action
Search
- 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
Action
Write

New Company
Triggers when a new Company is added.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
- Company nameRequired
- Business Type
- VAT number
- Local business number
- Primary
- Invoicing
- Telephone
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Iban
- Bic
- Language
- Responsible user
- Remarks
- Tags
- Custom Fields
- Marketing Mails Consent
Action
Write
- TitleRequired
- Summary
- Customer TypeRequired
- Customer IdRequired
- Contact Person
- Source
- Department
- Responsible User
- Phase
- Estimated Value Amount
- Estimated Value Currency
- Estimated Probability
- Estimated Closing Date
- Custom Fields
Action
Write
- IdRequired
Action
Search
Loan Updated
Triggers when loan was updated.
Trigger
Instant
Try It

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

About Teamleader Focus

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

LendingPad + Teamleader Focus

Create new LendingPad leads / loans for new Teamleader Focus companies

New Deal

New Contact

Deal Accepted

Create Contact

First name

Salutation

Primary

Telephone

Mobile

Fax

Website

Street

Zip code

City

Country

Street

Zip code

City

Country

Addressee

Street

Zip code

City

Country

Addressee

Language

Gender

Birthdate

Iban

Bic

Remarks

Tags

Custom Fields

Marketing mails consent

Link Contact to Company

ContactRequired

CompanyRequired

Position

Decision maker

Find Contact

IdRequired

Create New Lead / Loan

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