1.Pass updated loan record
Integrate LendingPad and mortgage data mapping to route borrower, property, and loan fields to homeowner records.
Add funded loan homeowners to lead list and notify officer
Automatically monitor updated loan record and funded loan status across LendingPad and myHomeIQ. Send officer email updates when funded loans qualify and term converts—so you can add borrower leads, enrich property fields, and follow up without manual reporting.
How this automation updates homeowner reports fast
When a loan status change is recorded, delays can slow post-close action and create reporting gaps. This automation filters funded loans, converts the loan term, creates homeowner records in myHomeIQ, and emails the assigned officer—so your team can follow up immediately.
LendingPador swap with your favorite app
2.Continue only for qualifying funded loans
Integrate Filter by Zapier and loan status rules to continue only when loan status is configured as funded.
Filter by Zapieror swap with your favorite app
3.Convert term from months to years
Integrate Formatter by Zapier and term normalization tools to convert term months into years for homeowner reporting.
Formatter by Zapieror swap with your favorite app
4.Create or add homeowner lead record
Integrate myHomeIQ and lead record storage to create or add the borrower and property details in homeowner reports.
myHomeIQor swap with your favorite app
5.Email the assigned loan officer
Gmail and notification templates to send an officer emailとborrower and property summary for follow up.の統合
Gmailor swap with your favorite app
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Explore all mortgage management automations
Accelerate mortgage workflows with automated status tracking, document routing, and borrower follow-up
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ステップ 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
ステップ 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
ステップ 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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