About LendingPad

LendingPad is an advanced mortgage loan origination software designed to streamline the loan origination process. It encompasses a comprehensive suite of tools to facilitate lender-borrower interactions, loan management, and regulatory compliance, helping lenders process loans more efficiently and effectively.

How IdentityCheck Enhances LendingPad Users

Integrating IdentityCheck with LendingPad through Zapier allows users to automate and streamline ID verification processes. This ensures that user identities are correctly verified with minimal manual intervention, reducing errors and enhancing compliance with regulatory requirements.

• Automated ID Verification: Automatically verify the identities of loan applicants as they enter the LendingPad system.
• Seamless Workflow Integration: Easily integrate ID verification into existing workflows, minimizing disruption.
• Improved Compliance: Ensure compliance with regulatory standards by maintaining accurate and verified identity records.
• Enhanced Security: Protect against fraudulent applications by utilizing robust ID verification methods.

Setting Up IdentityCheck with LendingPad through Zapier

1. Create Accounts: Ensure you have active accounts for both IdentityCheck and LendingPad.
2. Sign Up for Zapier: If you don’t already have a Zapier account, sign up at Zapier.
3. Connect Apps: In Zapier, navigate to “My Apps” from the dashboard. Search for “IdentityCheck” and “LendingPad” and connect both apps to your Zapier account using your credentials.
4. Create a Zap: Click on “Make a Zap” to start creating the workflow. Set up IdentityCheck as the trigger application and specify the necessary trigger event (e.g., new loan applicant).
5. Configure the Action: Select LendingPad as the action app and define the action event (e.g., obtain and store verified ID information).
6. Test the Zap: Run a test to ensure the integration is functioning correctly. Zapier will prompt you through this process.
7. Enable the Zap: Once tested, turn on the Zap to activate the integration.

Using IdentityCheck with LendingPad

1. Initiate ID Verification: When a new loan applicant enters the LendingPad system, the trigger you created in Zapier will activate the ID verification process.
2. Review Verification Results: Once verified, the applicant’s ID information will be securely transmitted and recorded in LendingPad.
3. Take Action: Based on the results of the ID verification, proceed with the lending process or take appropriate measures if the verification fails.
4. Monitor Integration: Regularly check the status of your integration in Zapier to ensure it continues to function smoothly and update any settings as needed.

Conclusion

Integrating IdentityCheck with LendingPad via Zapier enhances your workflow by automating the crucial step of ID verification. This integration not only boosts efficiency but also improves security and compliance, offering a seamless solution for managing ID checks within your lending platform.