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Microsoft Excel + LendingPad

Update Microsoft Excel rows with new LendingPad loan details

Keep your loan records up to date in Microsoft Excel with this seamless workflow. When a loan is updated in LendingPad, this automation will add a new row in your Excel spreadsheet with the updated details. Save time and reduce manual input errors by streamlining your loan management process.

Keep your loan records up to date in Microsoft Excel with this seamless workflow. When a loan is updated in LendingPad, this automation will add a new row in your Excel spreadsheet with the updated details. Save time and reduce manual input errors by streamlining your loan management process.

  1. When this happens...
    LendingPadLendingPad
    Loan Updated

    Triggers when loan was updated.

    TriggerInstant
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    ActionWrite
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Supported triggers and actions

    • 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

    Action
    Write

    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Polling
    Try It

    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Polling
    Try It

    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    Action
    Write
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About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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  • Microsoft
  • Spreadsheets

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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

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