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.
- Key Benefits
- How It Works
- What's Needed
- Fields
- End User Connection
- Contact & Transaction Statuses
- Updating Automation Playbooks
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.
- 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.
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) |
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 |
|
Appraisal Ordered |
|
Appraisal Received |
|
CD Sent |
|
Conditionally Approved |
|
Sent to Processing |
|
Submitted to UW |
|
Resubmitted to UW |
|
Clear to Close |
|
Loan Funded |