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.
- When this happens...Loan UpdatedTriggers when loan was updated.
- automatically do this!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
- Loan Updated
Triggers when loan was updated.
Try ItTriggerInstant - New Board
Triggers when a new board is added.
Try ItTriggerPolling - Board ID
- List ID
- Card ID
Try ItTriggerPolling- ActivityRequired
- Board ID
- List ID
- Card ID
Try ItTriggerInstant
- 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
- LoanTypeRequired
- AppraisalValue
- PurchasePrice
- LoanAmount
- CreditScore
- Term
- NoteRate
- PropertyTypeRequired
- 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
ActionWrite- Board ID
- List ID
- Filter
Try ItTriggerPolling- Board ID
- List ID
- Card ID
Try ItTriggerPolling- Board ID
- List ID
- Card ID
Try ItTriggerInstant
LendingPad is a loan origination system to help streamline origination tasks, while strengthening communication and lowering the total cost of lending.
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