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Once the connection is created, some information is required to verify and activate it.
Give the connection a name.
Enter a point of contact for the integration. This is someone that Experience.com may contact if an ingestion error occurs or if a re-configuration is needed for the integration.
Once a connection name and point of contact have been established, click the blue Verify & Connect button.
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
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Click 2. Action, then search for and select Filter (only proceed when a condition is set).
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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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Search for and select Experience.com. For the event, enter Retrieve LendingPad Transactions.
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In the Account sub-menu expands, click Sign in to log in to your Experience.com account. or Connect a new account. When re-directed, enter the API key that you retrieved from the account’s ingestion set-up in the XMP and click Continue.
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Map LendingPad Fields to XMP Fields
When the Action menu expands, each field from LendingPad needs to be mapped to an Experience.com field.
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For each field provided on the screen by Zapier, type or insert the corresponding field from LendingPad:
ZAPIER Fields | LendingPad Fields |
|---|---|
LoanId | Loan ID |
Loantype | Loan Type |
Loanstatus | Loan Status |
Loan_approved_date | Dates Approved |
Loanofficer | Loan Officer Name |
Loanofficer_email | Loan Officer Email |
Borrower_firstname | Borrower First Name |
Borrower_lastname | Borrower Last Name |
Borrower_email | Borrower Contacts Email |
Borrower_phone | Borrower Contacts Mobile Phone |
CO_Borrower_firstname | Co Borrower First Name |
CO_Borrower_lastname | Co Borrower Last Name |
CO_Borrower_email | Co Borrower Contacts Email |
CO_Borrower_phone | Co Borrower Contacts Mobile Phone |
Loanprocessor | Assignments Loan Processor Name |
Loanprocessor_email | Assignments Loan Processor Email |
Property_address | Subject Property Address Street |
City | Subject Property Address City |
State | Subject Property Address State |
Custom_field_one | Loan Status |
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