LendingPad integration with Microsoft Excel
How to Update Microsoft Excel rows with new LendingPad loan details
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Update Microsoft Excel rows with new LendingPad loan details" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate LendingPad integrations
LendingPad actions
Nekton can use any feature that is available in LendingPad API.
Using our advanced AI, you can easily create custom automations for LendingPad.
Here are some typical actions you can do in your automated workflows.
Create New Lead / Loan
Creates a new lead/loan in LendingPad.
Loan Updated
Triggers when loan was updated.
About LendingPad
LendingPad is a loan origination system to help streamline origination tasks, while strengthening communication and lowering the total cost of lending.