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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.

 

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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

Display Nam

Appraisal Received Date

Appraisal Received Date

Appraisal Value

Assignments

    • Contact Assignee
    • Loan Officer
    • Buying Agent
    • Selling Agent
    • Escrow Agent
    • Loan Officer Assistant
    • Loan Processor
    • Contact Owner

Borrowers

    • Borrower
    • Co-Borrower

Created At

Credit Score (Borrower)

Credit Pulled Date (Borrower & Co-Borrower)

1st Payment Date

Estimated Closing Date

Funded Date

Last Modified By

Loan Number

Loan Amount

Loan Purpose

Loan Status

Loan Type

Note Rate

Loan Term

Lock Date

Occupancy Type

Property Address

Property Address 1

Property City

Property State

Property Zip Code

Sales Price

Stause

Credit Pulled Date (Borrower & Co-Borrower

 

 

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