Google Sheets + LendingPad
Create new spreadsheets in Google Sheets for updated loans in LendingPad
Keep your loan data organized and easily accessible with this workflow. Whenever a loan is updated in LendingPad, a new row will be created in your selected Google Sheets spreadsheet. This ensures that your data stays up-to-date, helping you track loan progress and changes in real-time.
Keep your loan data organized and easily accessible with this workflow. Whenever a loan is updated in LendingPad, a new row will be created in your selected Google Sheets spreadsheet. This ensures that your data stays up-to-date, helping you track loan progress and changes in real-time.
- When this happens...Loan Updated
Triggers when loan was updated.
- automatically do this!Create Spreadsheet
Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.
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Loan Updated
Triggers when loan was updated.
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItNo Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
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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
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try It
