LendingPad + myHomeIQ
Create new leads/loans in LendingPad from new buyer leads in myHomeIQ
Whenever a new buyer lead comes up in the myHomeIQ app, this workflow ensures that a new lead/loan is promptly created in the LendingPad app. This automation accelerates your response time to fresh leads, providing a speed advantage in the competitive real estate market. Turn time-sensitive leads into profitable loans without missing a beat.
Whenever a new buyer lead comes up in the myHomeIQ app, this workflow ensures that a new lead/loan is promptly created in the LendingPad app. This automation accelerates your response time to fresh leads, providing a speed advantage in the competitive real estate market. Turn time-sensitive leads into profitable loans without missing a beat.
- When this happens...New Buyer Lead
Triggers when a new buyer lead is generated.
- automatically do this!Create New Lead / Loan
Creates a new lead/loan in LendingPad.
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New Buyer Lead
Triggers when a new buyer lead is generated.
Try ItClient emailRequired
Client phone number
Property owner nameRequired
Property full address
Property street
Property unit
Property state
Property zip
Property city
Property loan date
Property loan amount
Property home value
Property sale price
Property loan term
Property interest rate
Property loan type
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