LendingPad + Typeform

Turn new Typeform entries into leads / loans in LendingPad

Turn new Typeform entries into fresh opportunities in LendingPad without redundant manual data entry. With this easy-to-implement workflow, each new entry in Typeform is instantly transformed into a new lead or loan in LendingPad. This gives your team more time to focus on turning those leads into successful business outcomes.

Turn new Typeform entries into fresh opportunities in LendingPad without redundant manual data entry. With this easy-to-implement workflow, each new entry in Typeform is instantly transformed into a new lead or loan in LendingPad. This gives your team more time to focus on turning those leads into successful business outcomes.

  1. When this happens...
    TypeformTypeform
    New Entry

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    LendingPadLendingPad
    Create New Lead / Loan

    Creates a new lead/loan in LendingPad.

    ActionWrite
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Supported triggers and actions

    • title of your formRequired

    • Choose Workspace To Create This Form In, leave it blank for default workspace

    Action
    Write
    • Form To Update Question inRequired

    • Please provide list of choices

    Action
    Write
    • FormRequired

    • responses submitted since the specified date and time.

    • responses submitted until the specified date and time.

    • search for responses that include the specified string.

    • search for responses that are complete.

    • maximum number of responses to fetch (default: 25, max: 1000)

    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
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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
typeform logo
typeform logo

About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.
Learn more

Related categories

  • Forms & Surveys

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