1.Monitors loan updates
Integrate LendingPad and loan servicing data tools to trigger on loan update and map the loan reference and status to the workflow.
Create pre-approval board item when loan updates arrive
Automatically monitor loan update events across LendingPad and loan servicing tools. Create and update pre-approval board items when a loan reference and status change, pre-approval dates appear, or intake records are missingβso you can speed underwriting intake, keep one record, and reduce rework without manual tracking.
How this automation accelerates pre-approval intake
When loan updates arrive without a consistent intake record, underwriting intake slows and duplicates slip through. This automation monitors loan updates and filters eligibility, then finds or creates monday.com pre-approval itemsβso your team can act on structured data quickly.
LendingPador swap with your favorite app
2.Filters eligible pre-approval loans
Integrate Filter by Zapier and validation rules to continue only when a pre-approval date exists and no intake record is present.
Filter by Zapieror swap with your favorite app
3.Finds existing intake items
Integrate monday.com and board search tools to find item by column value and detect existing intake records.
monday.comor swap with your favorite app
4.Creates pre-approval board items
Integrate monday.com and loan intake fields tools to create and map pre-approval items in the configured intake group.
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Simplify loan servicing with automated payment tracking, borrower updates, and servicing alerts
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