Capsule CRM + LendingPad
Update contacts in Capsule CRM whenever loans are updated in LendingPad
Stay updated with your customer information by integrating your LendingPad app with your Capsule CRM. With this workflow, every time a loan's details are adjusted in LendingPad, the corresponding contact information in Capsule CRM also gets an update right away. This way, you maintain consistency and ensure that you always work with the most current data, thereby enhancing communication with your customers.
Stay updated with your customer information by integrating your LendingPad app with your Capsule CRM. With this workflow, every time a loan's details are adjusted in LendingPad, the corresponding contact information in Capsule CRM also gets an update right away. This way, you maintain consistency and ensure that you always work with the most current data, thereby enhancing communication with your customers.
- When this happens...Loan Updated
Triggers when loan was updated.
- automatically do this!
Update an existing Contact
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Loan Updated
Triggers when loan was updated.
Try ItActionRequired
Try ItActionRequired
Try ItContactRequired
NameRequired
Board
Description
Expected Close Date
Track
Opportunity
Owner
Tags
Status
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
ActionRequired
Try ItActionRequired
Try ItEntity TypeRequired
Activity Type
NoteRequired
