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BONZO + LendingPad

Create new LendingPad leads / loans from new BONZO campaign people

Initiate an effortless workflow between your BONZO and LendingPad apps. When BONZO identifies new people from campaigns, this integration immediately sets in motion the creation of a fresh Lead/Loan within LendingPad. Save time and enhance productivity by having your apps work together to deliver streamlined lead generation and loan processing.

Initiate an effortless workflow between your BONZO and LendingPad apps. When BONZO identifies new people from campaigns, this integration immediately sets in motion the creation of a fresh Lead/Loan within LendingPad. Save time and enhance productivity by having your apps work together to deliver streamlined lead generation and loan processing.

  1. When this happens...
    BONZOBONZO
    Get People From Campaigns

    Triggers when a new person is created in a campaign.

    TriggerPolling
  2. automatically do this!
    LendingPadLendingPad
    Create New Lead / Loan

    Creates a new lead/loan in LendingPad.

    ActionWrite
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Supported triggers and actions

    • Pipeline Stage IdRequired

    Trigger
    Polling
    Try It

    • Pipeline Stage IdRequired

    • Merge Duplicates

    • User Id

    • First Name

    • Last Name

    • Email

    • Phone

    • Marital Status

    • Address

    • Unit Number

    • City

    • State

    • Zip

    • Tags

    • Note

    • Field 1

    • Field 2

    • Field 3

    • Field 4

    • Field 5

    • Birthday

    • Fb Id

    • Company Name

    • Loan Amount

    • Down Payment

    • Loan Program

    • Credit Score

    • Purchase Price

    • Cash Out Amount

    • Loan Type

    • Loan Purpose

    • Property Value

    • Property Address

    • Property Unit Number

    • Property City

    • Property State

    • Property Zip

    • Property County

    • Found Home

    • Bankruptcy

    • Foreclosure

    • Working With Agent

    • Buyer Agent name

    • Buyer Agent phone

    • Buyer Agent email

    • Buyer Agent address

    • Seller Agent name

    • Seller Agent phone

    • Seller Agent email

    • Seller Agent address

    • Lead Source

    • Interest Rate

    • Requested Apr

    • Property Type

    • Property Use

    • Bankruptcy Details

    • Foreclosure Details

    • Occupation

    • Household Income

    • Current Step

    • Close Date

    • Application Date

    • Rate Lock Date

    • Monthly Income

    • Other Income

    • Lien Position

    • Amortization Type

    • Amortization Term

    • Monthly Payment

    • New Loan Amount

    • Rate Is Locked

    • Referral Source

    • Insurance Zip

    • Insurance City

    • Insurance State

    • Insurance Address

    • Apartment Number

    • Height

    • Weight

    • Weight Change

    • Income

    • Work Phone

    • Net Worth

    • Insurance Declined

    • Gender

    • Dependents

    • Smoker

    • Credit Standing

    • Flood Interest

    • Earthquake Interest

    • Deductible

    • Coverage Amount

    • Liability Amount

    • Co-borrower first name

    • Co-borrower last name

    • Co-borrower email

    • Co-borrower phone

    • Co-borrower address

    • Co-borrower unit number

    • Co-borrower city

    • Co-borrower ZIP

    • Co-borrower state

    • Co-borrower birthday

    • Martial status

    • Co-borrower Monthly Income

    Action
    Write

    • Prospect IdRequired

    • User IdRequired

    Action
    Write

    • Prospect IdRequired

    • Pipeline Stage IdRequired

    Action
    Write
bonzo logo
bonzo logo

About BONZO

Bonzo is a multi-channel communication tool that keeps you top of mind.

Related categories

  • CRM (Customer Relationship Management)

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lendingpad logo
lendingpad logo

About LendingPad

LendingPad is a loan origination system to help streamline origination tasks, while strengthening communication and lowering the total cost of lending.

Related categories

  • eCommerce