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LendingPad + Trello

LendingPad + Trello

LendingPad + Trello integrations

Create Trello cards for updated loans in LendingPad

Keep your Trello board organized and up-to-date with this workflow. When there's a change to a loan in LendingPad, a new card is instantly created in Trello. It's a simple and effective way to stay on top of loan updates without switching between apps, facilitating a smoother lending process.

  1. When this happens...
    Loan Updated
    Loan Updated
    Loan UpdatedTriggers when loan was updated.
  2. automatically do this!
    Create Card
    Create Card
    Create CardAdds a new card on a specific board and list.
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More things you can do with LendingPad and Trello

Discover other triggers and actions you can use with LendingPad and Trello

  • LendingPad triggers, actions, and search
    Loan Updated

    Triggers when loan was updated.

    Trigger
    Instant
    Try It
    • Board ID
    • List ID
    • Card ID
    Trigger
    Polling
    Try It
    • Activity
      Required
    • Board ID
    • List ID
    • Card ID
    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
    • Board ID
    • List ID
    • Card ID
    Trigger
    Polling
    Try It
    • Board ID
    • List ID
    • Card ID
    Trigger
    Instant
    Try It
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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.
Related categories
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About Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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