LendingPad + Zoho Books
Update Zoho Books customers whenever LendingPad loans are updated
Stay on top of your loan updates in LendingPad and let this workflow help you manage your work efficiently. Whenever there's a loan update in LendingPad, it ensures the corresponding loan data in Zoho Books is updated without any manual intervention. Keeping your loan records updated leaves you with more time to focus on strategy and decision-making tasks. Enjoy a seamless data management experience with this workflow.
Stay on top of your loan updates in LendingPad and let this workflow help you manage your work efficiently. Whenever there's a loan update in LendingPad, it ensures the corresponding loan data in Zoho Books is updated without any manual intervention. Keeping your loan records updated leaves you with more time to focus on strategy and decision-making tasks. Enjoy a seamless data management experience with this workflow.
- When this happens...Loan Updated
Triggers when loan was updated.
- automatically do this!Create Customer
Creates a new customer.
- Free forever for core features
- 14 day trial for premium features & apps
Loan Updated
Triggers when loan was updated.
Try ItOrganizationRequired
Try ItOrganizationRequired
Try ItOrganizationRequired
Try It
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
OrganizationRequired
Try ItStatus
OrganizationRequired
Try ItOrganizationRequired
PAN Number
GSTIN or UIN
GST Treatment
Place of Contact
Contact NameRequired
Company Name
First Name
Last Name
Email
Website
Phone
Mobile
Billing Address Address
Billing Address City
Billing Address Zip
Billing Address State
Billing Address Country
Billing Address Fax
Shipping Address Address
Shipping Address City
Shipping Address State
Shipping Address Country
Shipping Address Fax
Shipping Address Zip
Payment Terms
Notes
Vat Treatment
Tax Treatment
TRN Number
Place of Supply