HubSpot + LendingPad
Update HubSpot contacts when loans are updated in LendingPad
Easily manage your loan processing tasks with this LendingPad and HubSpot workflow. When loan details are updated in LendingPad, this automation ensures your HubSpot contact list is instantly updated. Streamline your process, reduce manual data entry, and ensure your marketing and sales teams always have the most current contact information in HubSpot.
Easily manage your loan processing tasks with this LendingPad and HubSpot workflow. When loan details are updated in LendingPad, this automation ensures your HubSpot contact list is instantly updated. Streamline your process, reduce manual data entry, and ensure your marketing and sales teams always have the most current contact information in HubSpot.
- When this happens...Loan Updated
Triggers when loan was updated.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact based on email address.
- Free forever for core features
- 14 day trial for premium features & apps
Loan Updated
Triggers when loan was updated.
Try ItNote
Additional properties to retrieve
Try ItNote
Additional properties to retrieve
Try ItNote
Additional properties to retrieve
Try It
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
Note
Additional properties to retrieve
Try ItNote
Additional properties to retrieve
Try ItNote
Additional properties to retrieve
Try It
