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{"loans":[…]}. Field names are flexible — LendingPad/Zapier names work as-is (Borrower First/Last Name, Dates Funded, Loan Amount, Note Rate, Program Name, Loan ID, phone, email). Zapier recipe: Trigger "Loan Updated in LendingPad" → Filter: Dates Funded is not empty → Action "Webhooks by Zapier → POST" to this URL with the header.Accounts are created ready to use — no email link. Share the email + temp password; they change it under ⚙ Profile after first login.
Drop a CSV or text file of emails (one per line, or a column named "email"), or paste addresses below. Each gets a temp password to share.
Create a team and name its VP, then add loan officers. VPs get team-scoped admin access — they can manage their own roster, reset members' passwords, and open a member's pipeline. The VP's account must exist first (create it in Users).
Link an assistant to a loan officer so they can view and edit that officer's pipeline. Pick from your team below — or choose “➕ Enter a new email…” for an outside assistant who doesn't have an account yet (we'll create it and email them a login). An assistant can support more than one officer.
Set the company-wide defaults everyone's pipeline is measured against. Officers can override these for their own view in ⚙ Profile; blank profile fields follow these numbers.