1.Detect loan submitted
Integrate LendingPad and lead intake tools to evaluate new or updated loan submissions to start the automation.
Create contact and deal from pre-approved loan
Automatically monitors loan submissions across LendingPad and qualification logic in Zapier. Create and update contacts and deals when loan reference present, later-stage milestone dates absent, or submission record updatedβso you can create prospect records, advance pipeline tracking, and link borrower details without manual paperwork.
How this automation turns loan submissions into complete prospect records
When qualifying loan submissions arrive but borrower details are missing or incomplete, outreach slows and pipeline reporting gets inconsistent. This automation filters records, creates or updates contacts, and creates or updates opportunitiesβso your team has complete prospect records fast.
LendingPador swap with your favorite app
2.Filter for valid loan submissions
Integrate Filter by Zapier and workflow rules to continue only for submissions with a loan reference and missing later milestone dates.
Filter by Zapieror swap with your favorite app
3.Add or update contact and opportunity
Integrate LeadConnector and CRM contact tools to add or update borrower contacts and opportunities and link them together.
LeadConnectoror swap with your favorite app
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Explore all loan application processing automations
Accelerate loan application processing with automated intake routing, document collection, and status updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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