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      Zapier Integration FAQ's

      Internal - Zapier integration beta testing process and items to pay attention to.

      Zapier account - will require a paid version of the account.  Zapier will cut off the data transfer once amount exceeds.  Check audit log on Zapier.   

      Email accounts for login must match.

      Integration Keys - Each key in the Settings / Integrations area has permission specific for that user.  If the user does not have permission to a loan file, then the data will not sync.

      LendingPad Support does not support Zapier apps and it is provided as is.  

       

      Export fields from LendingPad to Zapier

      1. Borrower First Name
       
      1. Borrower Last Name
       
      1. Co Borrower First Name
       
      1. Co Borrower Last Name
       
      1. Borrower Contacts Mobile Phone
       
      1. Borrower Contacts Email
       
      1. Loan ID
       
      1. Program Name
       
      1. Dates Estimated Closing
       
      1. Dates Processing Tracking Dates Title Binder Received Date
       
      1. Lender
       
      1. Purpose
       
      1. Dates Processing Tracking Dates Title Binder Request Date
       
      1. Loan Number
       
      1. Term
       
      1. Appraisal Value
       
      1. Loan Amount
       
      1. Subject Property Address City
       
      1. Subject Property Address State
       
      1. Subject Property Address Street
       
      1. Subject Property Address Zip Code
       
      1. Borrower Current Address City
       
      1. Borrower Current Address State
       
      1. Borrower Current Address Street
       
      1. Borrower Current Address Zip Code
       
      1. Co Borrower Contacts Email
       
      1. Dates Application Taken
       
      1. Dates Funded
       
      1. Loan Status
       
      1. Note Rate
       
      1. Borrower Birth Date
       
      1. Co Borrower Contacts Mobile Phone
       
      1. Dates Approved
       
      1. Dates Clear To Close
       
      1. Dates Closed
       
      1. Loan Type
       
      1. Occupancy
       
      1. Property Type
       
      1. Co Borrower Birth Date
       
      1. Dates Closing Disclosure
       
      1. Dates Closing Disclosure Received
       
      1. Dates Pre Approval
       
      1. Dates Processing Tracking Dates Appraisal Received Date
       
      1. Dates Processing Tracking Dates Appraisal Request Date
       
      1. Dates Rate Locked
       
      1. Dates Schedule Closing
       
      1. Dates First Payment Date
       
      1. Purchase Price
       
      1. Loan Officer Name
       
      1. Dates Condition Submission
       
      1. Dates Registered
       
      1. Credit Score
       
      1. Assignments Loan Processor Name
       
      1. Dates Initial Submission
       
      1. Dates Processing
       
      1. Dates Suspended
       
      1. Borrower Contacts Home Phone
       
      1. Assignments Loan Assistant Name
       
      1. Dates Processing Tracking Dates Credit Report Request Date
       
      1. Disclosure Service Providers Buyer Agent Name
       
      1. Loan Officer Email
       
      1. Borrower Ssn
       
      1. Dates Lock Expiration
       
      1. Ltv Ratio Percent
       
      1. Borrower Contacts Work Phone
       
      1. Borrower Middle Name
       
      1. Disclosure Service Providers Seller Agent Name
       
      1. Disclosure Service Providers Title Company Name
       
      1. Program Program Type Name:  Conforming
       
      1. Proposed Housing Expense Property Tax
       
      1. Units
       
      1. Co Borrower Ssn
       
      1. Disclosure Service Providers Buyer Agent Contacts Email
       
      1. Dates Loan Estimate
       
      1. Dates Withdrawn
       
      1. Combined Ltv Ratio Percent
       
      1. Proposed Housing Expense First Mortgage
       
      1. Proposed Housing Expense Hazard Insurance
      1. Proposed Housing Expense HOA
       
      1. Proposed Housing Expense Mortgage Insurance
       
      1. Co Borrower Current Address City
       
      1. Co Borrower Current Address State
       
      1. Co Borrower Current Address Street
       
      1. Co Borrower Middle Name
       
      1. Dates Brokers Request For Appraisal
       
      1. Dates Processing Tracking Dates Credit Report Received Date
       
      1. Assignments Loan Processor Email
       
      1. Co Borrower Contacts Home Phone
       
      1. Co Borrower Current Address Zip Code
       
      1. Disclosure Service Providers Seller Agent Contacts Email
       
      1. Dates Denied
       
      1. Dates Intent To Proceed
       
      1. Assignments Loan Assistant Email
       
      1. Dates Created
       
      1. Disclosure Service Providers Appraiser Company Name
       
      1. Disclosure Service Providers Title Company Contacts Email
       
      1. APR
       
      1. Proposed Housing Expense Other Finance
       
      1. Disclosure Service Providers Buyer Agent Contacts Mobile Phone
       
      1. Dates Broker Condition Submission
       
      1. Dates Broker Initial Submission
       
      1. Co Borrower Contacts Work Phone
       
      1. Dates Appraisal Expected Delivery
       
      1. Dates Incomplete
       
      1. Dates Not Accepted
       
      1. Dates Rate Re Locked
       
      1. Dates Re Disclosure
       
      1. Proposed Housing Expense Other
       
      1. Disclosure Service Providers Seller Agent Contacts Mobile Phone
       
      1. Disclosure Service Providers Title Company Address City
       
      1. Disclosure Service Providers Title Company Address State
       
      1. Disclosure Service Providers Title Company Address Street
       
      1. Disclosure Service Providers Title Company Address Zip Code
       
      1. Program Program Rate Type Name
       
      1. Broker
       
      1. Dates Appraisal Inspection
       
      1. Dates Funding Estimate
       
      1. Dates Post Closing
      1. Dates Processing Tracking Dates Initial Disclosure Request Date
       
      1. Dates Rescinded
       
      1. Other Financing
       
      1. Total Liabilities Non Reo Month Payment Amount
       
      1. Disclosure Service Providers Buyer Agent Contacts Work Phone
       
      1. Disclosure Service Providers Seller Agent Contacts Work Phone
       
      1. Dates Processing Tracking Dates Title Binder Description
       
      1. Dates Processing Tracking Dates Title Binder Completed
       
      1. Assignments Loan Officer Name
       
      1. Disclosure Service Providers Closing Agent Name
       
      1. Disclosure Service Providers Hazard Insurance Company Name
       
      1. Disclosure Service Providers Title Company Contacts Home Phone
       
      1. Disclosure Service Providers Title Company Contacts Mobile Phone
       
      1. Disclosure Service Providers Title Company Contacts Work Phone
       
      1. Originator Name
       
      1. Originator Organization Name
       
      1. Dates Borrower Submission
       
      1. Dates Loan Estimate Expired
       
      1. Dates Pre Qualify
       
      1. Dates Processing Tracking Dates Condo Questionnaire Received Date
       
      1. Dates Processing Tracking Dates Condo Questionnaire Request Date
       
      1. Dates Processing Tracking Dates Flood Insurance Binder Received Date
       
      1. Dates Processing Tracking Dates Flood Insurance Binder Request Date
       
      1. Dates Processing Tracking Dates Hazard Insurance Binder Received Date
       
      1. Dates Processing Tracking Dates Hazard Insurance Binder Request Date
       
      1. Dates Processing Tracking Dates Initial Disclosure Received Date
       
      1. Dates Purchased
       
      1. Total Liability Balance
       
      1. Total Liquid Assets
       
      1. Assignments Loan Assistant Mobile Phone
       
      1. Assignments Loan Processor Mobile Phone
       
      1. Dates Last Modified
       
      1. Disclosure Service Providers Buyer Agent Address City
       
      1. Disclosure Service Providers Buyer Agent Address State
       
      1. Disclosure Service Providers Buyer Agent Address Street
       
      1. Disclosure Service Providers Buyer Agent Address Zip Code
       
      1. Loan Officer Mobile Phone
       
      1. Originator Officer Nmls ID
       
      1. Dates Appraisal Contingency
       
      1. Dates Condition Reviewed
       
      1. Dates Financing Contingency
       
      1. Dates In Shipping
       
      1. Dates Pre Deny
       
      1. Dates Processing Tracking Dates Appraisal Description
       
      1. Dates Processing Tracking Dates Condo Questionnaire Description
       
      1. Dates Processing Tracking Dates Credit Report Description
       
      1. Dates Processing Tracking Dates Credit Supplement Description
       
      1. Dates Processing Tracking Dates Credit Supplement Received Date
       
      1. Dates Processing Tracking Dates Credit Supplement Request Date
       
      1. Dates Processing Tracking Dates Flood Insurance Binder Description
       
      1. Dates Processing Tracking Dates Flood Insurance Quote Description
       
      1. Dates Processing Tracking Dates Flood Insurance Quote Received Date
       
      1. Dates Processing Tracking Dates Flood Insurance Quote Request Date
       
      1. Dates Processing Tracking Dates Hazard Insurance Binder Description
       
      1. Dates Processing Tracking Dates Hazard Insurance Quote Description
       
      1. Dates Processing Tracking Dates Hazard Insurance Quote Received Date
       
      1. Dates Processing Tracking Dates Hazard Insurance Quote Request Date
       
      1. Dates Processing Tracking Dates Initial Disclosure Description
       
      1. Dates Processing Tracking Dates Master Policy Description
       
      1. Dates Processing Tracking Dates Master Policy Received Date
       
      1. Dates Processing Tracking Dates Master Policy Request Date
       
      1. Dates Processing Tracking Dates Mers Description
       
      1. Dates Processing Tracking Dates Mers Received Date
       
      1. Dates Processing Tracking Dates Mers Request Date
       
      1. Dates Processing Tracking Dates Ssa Description
       
      1. Dates Processing Tracking Dates Ssa Received Date
       
      1. Dates Processing Tracking Dates Ssa Request Date
       
      1. Dates Processing Tracking Dates Tax Transcripts Description
       
      1. Dates Processing Tracking Dates Tax Transcripts Received Date
       
      1. Dates Processing Tracking Dates Tax Transcripts Request Date
       
      1. Dates Processing Tracking Dates Voe Description
       
      1. Dates Processing Tracking Dates Voe Received Date
       
      1. Dates Processing Tracking Dates Voe Request Date
       
      1. Dates Processing Tracking Dates Vom Description
       
      1. Dates Processing Tracking Dates Vom Received Date
       
      1. Dates Processing Tracking Dates Vom Request Date
       
      1. Dates Processing Tracking Dates Vvoe Description
       
      1. Dates Processing Tracking Dates Vvoe Received Date
       
      1. Dates Processing Tracking Dates Vvoe Request Date
       
      1. Dates Servicing
       
      1. Dates Processing Tracking Dates Appraisal Completed
       
      1. Dates Processing Tracking Dates Condo Questionnaire Completed
       
      1. Dates Processing Tracking Dates Credit Report Completed
       
      1. Dates Processing Tracking Dates Credit Supplement Completed
       
      1. Dates Processing Tracking Dates Flood Insurance Binder Completed
       
      1. Dates Processing Tracking Dates Flood Insurance Quote Completed
       
      1. Dates Processing Tracking Dates Hazard Insurance Binder Completed
       1. Dates Processing Tracking Dates Hazard Insurance Quote Completed
       
      1. Dates Processing Tracking Dates Initial Disclosure Completed
       
      1. Dates Processing Tracking Dates Master Policy Complete
       
      1. Dates Processing Tracking Dates Mers Completed
       1. Dates Processing Tracking Dates Ssa Completed
       1. Dates Processing Tracking Dates Tax Transcripts Completed
       
      1. Dates Processing Tracking Dates Voe Completed
       
      1. Dates Processing Tracking Dates Vom Completed
       
      1. Dates Processing Tracking Dates Vvoe Completed
       
      1. Escrow Waiver
       
      1. Program Program Rate Type ID
       
      1. Program Program Type ID
       
      1. Assignments Loan Assistant Work Phone
       
      1. Assignments Loan Officer Email
       
      1. Assignments Loan Officer Mobile Phone
       
      1. Assignments Loan Officer Work Phone
       
      1. Assignments Loan Processor Work Phone
       
      1. Company ID
       
      1. Disclosure Service Providers Appraiser Company Address City
       
      1. Disclosure Service Providers Appraiser Company Address State
       
      1. Disclosure Service Providers Appraiser Company Address Street
       
      1. Disclosure Service Providers Appraiser Company Address Zip Code
       
      1. Disclosure Service Providers Appraiser Company Contacts Email
       
      1. Disclosure Service Providers Appraiser Company Contacts Home Phone
       
      1. Disclosure Service Providers Appraiser Company Contacts Mobile Phone
       
      1. Disclosure Service Providers Appraiser Company Contacts Work Phone
       
      1. Disclosure Service Providers Buyer Agent Contacts Home Phone
       
      1. Disclosure Service Providers Closing Agent Address City
       
      1. Disclosure Service Providers Closing Agent Address State
       
      1. Disclosure Service Providers Closing Agent Address Street
       
      1. Disclosure Service Providers Closing Agent Address Zip Code
       
      1. Disclosure Service Providers Closing Agent Contacts Email
       
      1. Disclosure Service Providers Closing Agent Contacts Home Phone
       
      1. Disclosure Service Providers Closing Agent Contacts Mobile Phone
       
      1. Disclosure Service Providers Closing Agent Contacts Work Phone
       
      1. Disclosure Service Providers Hazard Insurance Company Address City
       
      1. Disclosure Service Providers Hazard Insurance Company Address State
       
      1. Disclosure Service Providers Hazard Insurance Company Address Street
       
      1. Disclosure Service Providers Hazard Insurance Company Address Zip Code
       
      1. Disclosure Service Providers Hazard Insurance Company Contacts Email
       
      1. Disclosure Service Providers Hazard Insurance Company Contacts Home Phone
       
      1. Disclosure Service Providers Hazard Insurance Company Contacts Mobile Phone
       
      1. Disclosure Service Providers Hazard Insurance Company Contacts Work Phone
       
      1. Disclosure Service Providers Seller Agent Address City
       
      1. Disclosure Service Providers Seller Agent Address State
       
      1. Disclosure Service Providers Seller Agent Address Street
       
      1. Disclosure Service Providers Seller Agent Address Zip Code
       
      1. Disclosure Service Providers Seller Agent Contacts Home Phone
       
      1. Loan Officer Work Phone
       
      1. Originator Email
       
      1. Originator Organization Address City
       
      1. Originator Organization Address State
       
      1. Originator Organization Address Street
       
      1. Originator Organization Address Zip Code
       
      1. Originator Organization Nmls ID
       
      1. Originator Phone