Update and manage Airtable records each time a loan is updated in LendingPad
With this workflow, whenever a loan is updated in LendingPad, a corresponding record is created or updated in Airtable. This seamless process ensures accurate tracking and management of loan information between LendingPad and Airtable. This automation saves time, decreases chances of error, and enhances data administration.
- When this happens...Loan UpdatedTriggers when loan was updated.
- automatically do this!Create or Update RecordFind and update an existing record, or create a new one.
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More things you can do with LendingPad and Airtable
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- Loan Updated
Triggers when loan was updated.
Try ItTriggerInstant - BaseRequired
- TableRequired
- Limit to View
- Include attachment content
- Include empty fields
Try ItTriggerPolling- BaseRequired
- TableRequired
- RecordRequired
- CommentRequired
ActionWrite- CacheCopy
- BaseRequired
- TableRequired
ActionWrite
- 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
- LoanTypeRequired
- AppraisalValue
- PurchasePrice
- LoanAmount
- CreditScore
- Term
- NoteRate
- PropertyTypeRequired
- 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
ActionWrite- Help Text
- BaseRequired
- TableRequired
- Last modified time columnRequired
- Limit to view
- Include file contents?
- Include empty fields
Try ItTriggerPolling- BaseRequired
- TableRequired
ActionWrite- NameRequired
- Workspace IDRequired
- Number of TablesRequired
ActionWrite
Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
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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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