LendingPad + Shape
Create new Shape records when loans are updated in LendingPad
Easily keep track of updates made to your loans on LendingPad by creating a corresponding record in the Shape app. With this workflow, every time a loan is updated in LendingPad, a new record matching the details will be initiated in Shape. It's a great way to ensure all changes are documented in both systems, making your loan management process more efficient and error-free.
Easily keep track of updates made to your loans on LendingPad by creating a corresponding record in the Shape app. With this workflow, every time a loan is updated in LendingPad, a new record matching the details will be initiated in Shape. It's a great way to ensure all changes are documented in both systems, making your loan management process more efficient and error-free.
- When this happens...Loan Updated
Triggers when loan was updated.
- automatically do this!Create Record
Create a new record within the CRM
- Free forever for core features
- 14 day trial for premium features & apps
Loan Updated
Triggers when loan was updated.
Try ItFirst NameRequired
Last NameRequired
Phone NumberRequired
EmailRequired
Record IDRequired
Status NameRequired
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
Record IDRequired
First Name
Last Name
Phone Number
Email Address
Record IDRequired
