LendingPad Integration

⚠️ 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.

Key Benefits
How It Works
What's Needed
Fields
End User Connection
Contact & Transaction Statuses
Updating Automation Playbooks

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.

Seamless 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)

Borrower details entered in Aidium are automatically pushed to LendingPad.
Any updates to the borrower will be pushed back to Aidium.
Once a loan file is started a transaction will be created in Aidium.
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

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.

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.

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

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.

Improved Pipeline Visibility & Workflow Efficiency

Better Compliance & Data Accuracy