Skip to content
Log inSign up

Connect LendingPad and TotalBrokerage to unlock the power of automation

  • No credit card required
  • Free forever for core features
  • 14-day trial for premium features and apps
Choose a Trigger
Choose an Action
Google Logo Start with Google for free

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate LendingPad with TotalBrokerage - no code necessary. See how you can get setup in minutes.

Select a trigger from LendingPad

A trigger is an event that starts your Zap and runs the workflow. For example, with LendingPad, a trigger could be "Loan Updated."
A trigger is the event that kicks off your automated workflow.

Setup an action from TotalBrokerage

An action is what takes place after the automation is triggered. For example, with TotalBrokerage, the action could be "Add Activity to Contact."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected LendingPad to TotalBrokerage

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024
G2 Badge - Best Results - Winter 2024
G2 Badge - Most Implementable - Winter 2024
G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your LendingPad to TotalBrokerage integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect LendingPad and TotalBrokerage to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • LendingPad triggers, actions, and search
    Loan Updated

    Triggers when loan was updated.

    Trigger
    Instant
    Try It
  • TotalBrokerage triggers, actions, and search
    Account Created

    Triggers when a new account is created in your brokerage.

    Trigger
    Instant
    Try It
  • TotalBrokerage triggers, actions, and search
    Account Updated

    Triggers when an account in your brokerage is updated.

    Trigger
    Instant
    Try It
  • TotalBrokerage triggers, actions, and search
    Contact Action Plan Task Completed

    Triggers when an account completes a task in an Action Plan for a contact.

    Trigger
    Instant
    Try It
    • 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
  • TotalBrokerage triggers, actions, and search
    Account Enabled/Disabled

    Triggers when an account in your brokerage is enabled or disabled.

    Trigger
    Instant
    Try It
  • TotalBrokerage triggers, actions, and search
    Contact Action Plan Activity

    Triggers when one of the following occurs: 1) An Action Plan is added to a Contact. 2) An Action Plan is paused or resumed for a Contact. 3) An Action Plan is completed for a Contact.

    Trigger
    Instant
    Try It
  • TotalBrokerage triggers, actions, and search
    Activity Added to Contact

    Trigger
    Instant
    Try It
lendingpad logo
lendingpad logo
About LendingPad
LendingPad is a loan origination system to help streamline origination tasks, while strengthening communication and lowering the total cost of lending.
Related categories
eCommerce
totalbrokerage logo
totalbrokerage logo
About TotalBrokerage
The only complete Real Estate Brokerage software solution from contact through closing.
Related categories
CRM (Customer Relationship Management)
Similar apps
Zapier Interfaces integrationsZapier Interfaces integrations
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect LendingPad to TotalBrokerage on the world's largest no-code automation platform

Google Logo Sign up with Google