LendingPad + Zoho Forms

Create new LendingPad leads/loans from new Zoho Forms entries

Maximize your efficiency with this streamlined workflow between Zoho Forms and LendingPad. Whenever a new form entry is made in Zoho Forms, a new lead or loan is promptly created in LendingPad. This workflow reduces manual data entry and ensures you're able to quickly respond to customer inquiries or applications, without compromising on accuracy or speed.

Maximize your efficiency with this streamlined workflow between Zoho Forms and LendingPad. Whenever a new form entry is made in Zoho Forms, a new lead or loan is promptly created in LendingPad. This workflow reduces manual data entry and ensures you're able to quickly respond to customer inquiries or applications, without compromising on accuracy or speed.

  1. When this happens...
    Zoho FormsZoho Forms
    New Form Entry

    Triggers when a new form entry 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

    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
    • 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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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
zoho-forms logo
zoho-forms logo

About Zoho Forms

Zoho Forms is a free online form builder that lets you create custom forms, receive responses by email, and collaborate with your team.
Learn more

Related categories

  • Forms & Surveys
  • Zoho

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