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LendingPad Integration

This guide provides a step-by-step explanation of how the integration works, how to set it up, and what to expect during daily use. You will also find troubleshooting tips and best practices to ensure a smooth operation.

 

⚠️ Please note that this integration is currently in Beta. Please refer to this article regarding Beta Integrations and Features. If you have more questions please reach out to Support or you Account Manager.

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The integration between Aidium Mortgage CRM and LendingPad enables a more efficient loan origination workflow by allowing data to flow seamlessly between both systems. This reduces the need for manual data entry, minimizes errors, and improves coordination between loan officers and processors.

 

benefitsSeamless Data Sync & Reduced Manual Entry

The integration allows borrower and loan details to automatically sync between Aidium and LendingPad, eliminating the need for duplicate data entry. This ensures consistency across platforms, reduces errors, and saves time for loan officers and processors.

Improved Pipeline Visibility & Workflow Efficiency

With real-time updates, users can track loan progress and borrower interactions within Aidium, while ensuring LendingPad remains the source of truth for loan origination. This improves team collaboration, enhances task automation, and speeds up loan processing.

Better Compliance & Data Accuracy

Automating data transfer between the two platforms helps maintain accurate borrower records and ensures compliance with industry regulations. By reducing manual input, the risk of missing or incorrect information is minimized, supporting a more reliable loan origination process.

 

How it Works (1)

  1. Borrower details entered in Aidium are automatically pushed to LendingPad.
  2. Any updates to the borrower will be pushed back to Aidium.
  3. Once a loan file is started a transaction will be created in Aidium.
  4. Any loan status changes will sync automatically to the transaction record in Aidium.

The integration allows Admins and users alike to leverage Aidium’s Automations to streamline the loan origination process.

 

whats needed

In order to setup the integration for your Enterprise we will need the following information.

  • LendingPad Company Name
  • LendingPad Company ID

Please reach out to your LendingPad representative to obtain this information.

 

fields

Field Name

Display Name

Data Type

appraisalValue

Appraisal Value

double

assignments

Assignments

object

borrowers

Borrowers

object

brokerLoanNumber

Broker Loan Number

string

combinedLtvRatioPercent

Combined LTV Ratio

object

companyId

Company Id

string

createdAt

Created At

datetime

creditScore

Credit Score

string

dates

Dates

object

disclosure

Disclosure

object

loanNumber

Id

string

ltvRatioPercent

LTV Ratio

double

lenderLoanNumber

Lender Loan Number

string

loanAmount

Loan Amount

double

loanOfficer

Loan Officer

object

loanStatus

Loan Status

object

loanType

Loan Type

object

noteRate

Note Rate

double

occupancy

Occupancy

object

originator

Originator

object

otherFinancing

Other Financing

string

propertyType

Property Type

object

proposedHousingExpense

Proposed Housing Expense

object

purchasePrice

Purchase

double

purpose

Purpose

object

subjectPropertyAddress

Subject Property Address

object

term

Term

string

totalLoanAmount

Total Loan Amount

double

units

Units

integer

updatedAt

Updated At

datetime

 

 

Copy of Copy of whats needed

End users that utilize LendingPad will connect their LendingPad account in their Aidium Account Settings. Users will need their LendingPad API Key and the LendingPad Company ID.

  • Click on Team Management on the left hand side menu (at the bottom of the navigation).
  • Click on Integrations.
  • Scroll down to the LendingPad Integration card.
  • Select the applicable Team Member from the drop down menu.
  • Enter your LendingPad Email to connect to your Blend account.
  • Click on Add Member.

Your LendingPad account is now connected to your Aidium account and you should start to see contacts come over from LendingPad once they have started a contact.

 

 

statuses

The following contact and transaction statuses need to be added or updated in your Aidium Platform. See Contact Statuses and Transaction Statuses for more information.

* indicates a default Aidium Status

Contact Statuses

Transaction Statuses

New Lead*

Lead

Lead*

Prospect

Lead From Partner*

Pre Qualify

Credit Repair*

Pre Approval

Prospect*

Application Taken

Pre Qualify (Update Prequalified)

Processing (update Sent to Processing)

Pre Approval (Update Preapproved)

Registered

Application Taken

Initial Submission (update Submitted to UA)

In Process

Approved (update Conditionally Approved)

Funded (Update Closed Won)

Conditions Submission (update Resubmitted to UA)

Closed Lost*

Clear to Close*

Withdrawn (needs to be added)

Funded*

 

Post Closing (needs to be added)

 

Withdrawn (needs to be added)

Once you have updated and added the necessary Contact and Transaction statuses you will also need to update automation playbook triggers.

 

Copy of statuses

Ensure the following In Process Campaigns are copied to your team(s)/user(s). To copy a Playbook please refer to Advanced Automations.

Automation Name

Update(s) to be Made

Rate Locked

  • Update the entry condition group to “On the Transaction Lock Date” and “Transaction Loan Purpose equals purchased.”
  • Update the Exit condition group to “Transaction Status equals funded” OR “Transaction Status equals Post Closing” OR “Transaction Status equals withdrawn.”

Appraisal Ordered

  • Update the Entry Condition group to “On the Appraisal Ordered Date”

Appraisal Received

  • Update the Entry Condition group to “On the Received Date”

CD Sent

  • Update the Entry Condition group to “On the CD Sent Date”

Conditionally Approved

 

Sent to Processing

 

Submitted to UW

 

Resubmitted to UW

 

Clear to Close

 

Loan Funded