Overview
Experience.com’s LendingPad integration solution allows enterprise customers to automatically send surveys to loan customers during and after key moments in the lending/homebuying process. The LendingPad integration allows you to:
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Transactions ingested from LendingPad into the XMP are labeled as verified transactions.
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Prerequisites for Configuring a LendingPad Integration
Several prerequisites must be met before Experience.com can access and ingest transaction data from LendingPad for a specific organization. LendingPad uses Zapier’s technology to integrate with Experience.com and other integrations. To integrate with LendingPad via Zapier, you will need:
A Zapier Starter package plan ($19.99/mo)
An API key from the organization’s LendingPad instance
An API key from the account’s ingestion set up in the XMP
Obtain an API Key from your Account’s Ingestion Setup
To create a new configuration, navigate to the Account Settings page and open the Ingestion Settings. Scroll to find and click LendingPad, and then click the blue “New Connection” button.
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When the LendingPad configuration has been verified and connected, click back into it to access the API Key.
Locate the API Key and click the copy button to copy it to your computer’s clipboard.
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Configuring the LendingPad Integration
To configure the integration between LendingPad and Experience.com, you will first need to create a Zap within Zapier. Then, a filter should be added so that transactions are only ingested when a loan status equals funded. Once a filter has been added, a zap can be created for Experience.com to retrieve the information. Finally, the data from LendingPad has to be mapped to fields available via Zapier. Once the fields are mapped properly, the connection can be finalized.
Take the following steps to get started:
Create a LendingPad Zap in Zapier
Log in to Zapier, then click Create Zap.
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When the API key is accepted, test the connection. Here, you will see sample loan data on your screen to ensure the information is pulling in properly.
Add a Filter to the Zap
Click 2. Action, then search for and select Filter (only proceed when a condition is set).
Under the Filter setup & testing section, set the condition to only continue if the field loan status equals funded.
Create an Action for Experience.com to Retrieve the Data
Once the condition has been set, Add another action by clicking the + button below the filter.
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Click Continue. When the Account menu expands, click Sign in to log in to your Experience.com account.
Map LendingPad Fields to XMP Fields
When the Action menu expands, each field from LendingPad needs to be mapped to an Experience.com field. For each field provided on the screen by Zapier, type or insert the corresponding field from LendingPad:
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