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Lodasoft Integrations

CRM (Customer Relationship Management)
CRM (Customer Relationship Management)

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Lead Campaign Id
    • Lead Source Override
    • Loan Purpose Id
    • Loan Type Id
    • First Name
    • Last Name
    • Birth Date
    • Email
    • Mobile Phone
    • Phone
    • Work Phone
    • Street Address Line 1
    • Street Address Line 2
    • City
    • State
    • Zip
    • Credit Score
    • Monthly Income Amount
    • First Name
    • Last Name
    • Birth Date
    • Email
    • Mobile Phone
    • Phone
    • Work Phone
    • Street Address Line 1
    • Street Address Line 2
    • City
    • State
    • Zip
    • Credit Score
    • Monthly Income Amount
    • Street Address Line 1
    • Street Address Line 2
    • City
    • State
    • Zip
    • First Time Home Buyer
    • Purchase Time Frame
    • Property Found
    • Number of Units
    • Planned Unit Development
    • Construction Method
    • Project Type
    • Attachment Type
    • Property Will Be
    • Purchase Price
    • Loan Amount
    • Appraised Value
    • Cash Out Amount
    • Down Payment
    • Interest Rate
    • Branch Id
    • Unpaid Principal Balance
    • Estimated Value
    • Interest Rate
    • Term
    • User Name
    • User Guid
    • Date
    • Description
    • Notes
    • Custom Data 1
    • Custom Data 2
    • Custom Data 3
    • Custom Data 4
    • Custom Data 5
    • Custom Data 6
    • Custom Data 7
    • Custom Data 8
    • Custom Data 9
    • Custom Data 10
    • Los Reference Number
    • Internal Notes
    • Lead Reference Id
    • Lead Source
    • Tags
    • Referral Source
    • Date Created Override
    • Channel
    Action
    Write
  • Lodasoft triggers, actions, and search
    Get Loan Types

    Retrieve a list of Loan Types and their corresponding ID.

    Action
    Search
  • Lodasoft triggers, actions, and search
    Get Loan Purposes

    Retrieve a list of Loan Purposes and their corresponding ID.

    Action
    Search

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About Lodasoft
Lodasoft is a Digital Workflow Platform designed by industry veterans to enhance productivity and quality for all members of the mortgage process.
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