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LendingPad + Usherpa

LendingPad + Usherpa

LendingPad + Usherpa integrations

Update contacts in Usherpa when loans are updated in LendingPad

Ensure seamless loan updates across your platforms with this efficient workflow. Any time there's an update to a loan in LendingPad, the related loan details get updated in Usherpa too. This process simplifies your workload by eliminating repetitive manual updates, ensuring that your loan information stays aligned on both platforms.

  1. When this happens...
    Loan Updated
    Loan Updated
    Loan UpdatedTriggers when loan was updated.
    TriggerInstant
  2. automatically do this!
    Import Contact
    Import Contact
    Import ContactCreates a new Contact
    ActionWrite
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More things you can do with LendingPad and Usherpa

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

  • LendingPad triggers, actions, and search
    Loan Updated

    Triggers when loan was updated.

    Trigger
    Instant
    Try It
  • Usherpa triggers, actions, and search
    Export Usherpa Contacts

    Export new or updated loans from Usherpa

    Trigger
    Polling
    Try It
    • Contact Type
    • Marketing Package
    • First Name
      Required
    • Middle Name
    • Last Name
      Required
    • Nick Name
    • Display Name
    • Salutation
    • Email
    • Address
    • City
    • State
    • Postal Code
    • Home Phone
    • Mobile Phone
    • Work Phone
    • Employer
    • Birthday
    • Title
    • Group Name
    • Referral Source
    • Website
    • Fico Score
    • Favorite Things
    • Own Current Residence
    • Contact Preference
    • Language
    • License Number
    • Additional Contact First Name
    • Additional Contact Middle Name
    • Additional Contact Last Name
    • Additional Contact Salutation
    • Additional Contact Nick Name
    • Additional Contact Email
    • Additional Contact Address
    • Additional Contact City
    • Additional Contact State
    • Additional Contact Postal Code
    • Additional Contact Home Phone
    • Additional Contact Work Phone
    • Additional Contact Mobile Phone
    • Additional Contact Employer
    • Additional Contact Title
    • Additional Contact Birthday
    • Additional Contact Website
    • Additional Contact Fico Score
    • Additional Contact Favorite Things
    • Additional Contact Own Current Residence
    • Additional Contact Contact Preference
    • Additional Contact Language
    • Additional Contact Licnese Number
    Action
    Write
    • 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
  • Usherpa triggers, actions, and search
    Export Usherpa Loans

    Export new or updated loans from Usherpa.

    Trigger
    Polling
    Try It
    • Loan Identifier
      Required
    • Loan Officer Email
      Required
    • Borrower First Name
    • Borrower Middle Name
    • Borrower Last Name
      Required
    • Borrower Salutation
    • Borrower Nick Name
    • Borrower Mobile Phone
    • Borrower Work Phone
    • Borrower Home Phone
    • Borrower Email
    • Borrower Best Way To Contact
    • Borrower Mailing Address
    • Borrower Mailing City
    • Borrower Mailing State
    • Borrower Mailing Postal Code
    • Borrower Company Name
    • Borrower Fico Score
    • Borrower Job Title
    • Borrower Birthday
    • Co-Borrower First Name
    • Co-Borrower Middle Name
    • Co-Borrower Last Name
    • Co-Borrower Salutation
    • Co-Borrower Nick Name
    • Co-Borrower Mobile Phone
    • Co-Borrower Home Phone
    • Co-Borrower Work Phone
    • Co-Borrower Email
    • Co-Borrower Best Way To Contact
    • Co-Borrower Fico Score
    • Co-Borrower Birth Day
    • Display Name
    • Group Name
    • Loan Notes
    • Language
    • Own Primary Residence
    • Referrer Name
    • Actual Close Date
    • Application Date
    • Appraisal Ordered Date
    • Appraisal Received Date
    • Approval Date
    • Cancellation Date
    • CD Sent Date
    • CD Receipt Date
    • Cleared to Close Date
    • Construction Close Date
    • Credit Pulled Date
    • Decision Date
    • Denied Date
    • Docs To Escrow Title Date
    • Estimated Close Date
    • First Payment Due Date
    • Lock Date
    • Lock Expiration Date
    • Loan In Process Date
    • Loan Modified Date
    • Servicing Next Payment Due Date
    • Signed Date
    • Sold Date
    • Submitted To Underwriting Date
    • Appraised Value
    • Association Dues
    • CLTV
    • Documentation Type
    • Hazard Insurance
    • Is In Flood Zone
    • Lien Position
    • Loan Status
    • Loan ARM Index
    • Loan ARM Margin
    • Loan Interest Rate
    • Loan Amount
    • Loan Number
    • Loan Product
    • Loan Type
    • Loan LTV
    • Loan Monthly Payment
    • Loan Purpose
    • Loan Term
    • Occupancy
    • PMI
    • Property Taxes
    • Purchase Price
    • Total Down Payment
    • Total Loan Amount
    • Total Monthly Payment
    • Secondary Loan ARM Margin
    • Secondary Loan ARM Index
    • Secondary Loan Interest Rate
    • Secondary Loan Amount
    • Secondary Loan Number
    • Secondary Loan Product
    • Secondary Loan Type
    • Secondary Loan LTV
    • Secondary Loan Monthly Payment
    • Property Street Address
    • Property City
    • Property County
    • Property State
    • Property Postal Code
    • Escrow Company Name
    • Escrow Street Address
    • Escrow City
    • Escrow State
    • Escrow Postal Code
    • Escrow Phone Number
    • Escrow Fax Number
    • Escrow No.
    • Title Attn
    • Buyer Agent Name
    • Buyer Agent Company
    • Buyer Agent Title
    • Buyer Agent License No.
    • Buyer Agent Email
    • Buyer Agent Mobile Phone Number
    • Buyer Agent Work Phone Number
    • Buyer Agent Fax Number
    • Buyer Agent Street Address
    • Buyer Agent City
    • Buyer Agent State
    • Buyer Agent Postal Code
    • Listing Agent Name
    • Listing Agent Company
    • Listing Agent Title
    • Listing Agent License No.
    • Listing Agent Email
    • Listing Agent Mobile Phone Number
    • Listing Agent Work Phone Number
    • Listing Agent Fax Number
    • Listing Agent Street Address
    • Listing Agent City
    • Listing Agent State
    • Listing Agent Postal Code
    Action
    Write
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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.
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eCommerce
usherpa logo
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About Usherpa
Usherpa is the easiest-to-use marketing crm for sales professionals that saves time, maximizes referrals and automates marketing.
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Related categories
Contact Management
CRM (Customer Relationship Management)
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