1.Monitor loan record update
Integrate LendingPad, loan data tools, and workflow triggers to watch for a loan record update event and capture loan fields.
Add loan status rows to central pipeline sheet
Automatically monitor loan record updated events across LendingPad and Smartsheet. Create and update when loan status changes, status date added, or credit score updates—so you can update pipeline rows, preserve audit snapshots, and avoid duplicates without manual reporting.
How this automation keeps your loan pipeline current
When a loan status changes but pipeline rows stay stale, operations lose visibility and work starts on outdated information. This automation monitors loan updates and updates Smartsheet rows and creates audit records—so your team can trust the current pipeline.
LendingPador swap with your favorite app
2.Find row by loan reference
Integrate Smartsheet and spreadsheet tools to search for a matching row by loan reference and prepare to update or create.
Smartsheetor swap with your favorite app
3.Continue only for qualifying changes
Integrate Filter by Zapier and validation tools to continue only for status changes and qualifying lead or credit conditions.
Filter von Zapieror swap with your favorite app
4.Add or update the pipeline row
Integrate Smartsheet and spreadsheet tools to add or update a row with status, status date, owner, amount, and score.
5.Create audit record
Integrieren Sie Zapier Tables and audit tracking tools to create an audit record in timestamps and a previous status snapshot.
Zapier Tablesor swap with your favorite app
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Explore all loan servicing automations
Simplify loan servicing with automated payment tracking, borrower updates, and servicing alerts
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Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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