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Loan Intake: post leads into LendingWise (API, Jotform)

Post new leads into LendingWise from another system using webhooks, Zapier or Jotform.

You can post new leads into LendingWise from outside systems, such as a CRM, a web form or a lead vendor like CIX or Lead Mailbox, using webhooks. This article uses Zapier as the example, but the same steps work with tools like Make, Pabbly Connect and Integrately.

Note: do this after your loan programs are final. If you change your loan programs later, you'll need to update this integration.

API Lead Posting

1. Get your endpoint and keys

Go to Settings > Platform Settings > Integration Hub and open the Loan Intake section.

  1. In the "Where the lead lands" panel, pick the branch (Select the Branch), a broker or loan officer if you want one, the File Type and the loan program. For example, "Commercial Division" for branch, a specific loan officer, and "Commercial/Residential Real Estate" for File Type.
  2. The Field Reference then shows brc (Branch Referral Key) and arc (Loan Officer/Mortgage Broker Referral Key), which tell LendingWise where to put the lead. brc is required; arc isn't.
  3. Note the Endpoint (POST). This is where your outside system sends the lead.

The Field Reference lists every parameter you can post (use the Search fields box to find one). Only parameters marked Yes under Available in Intake can be posted, and the Required column shows which ones you must send. You can also see API Supported Parameters.

2. Set up the webhook in your other system

Define the fields you want to send. Their names must match LendingWise's parameters exactly; for example, the borrower's first name is fName.

In Zapier, start with a Webhook Zap. The "Catch Hook" step gives you a URL your outside system will POST data to. Then set the trigger in your outside system, for example when a lead's status becomes "Signed Up" or when a web form is submitted, and test it.

3. Post the data to LendingWise

  1. In your integration tool, add a POST action step pointing to the Endpoint shown in Loan Intake.
  2. Set the payload type to form.
  3. Include the brc value (and arc, if you use one), plus the data from your form.

4. Format the data

Some values need converting to LendingWise's format. Loan program names usually differ between systems, so use Zapier's Formatter utility to turn your program names into LendingWise codes. For example, the Fix and Flip code is FAF. Find the codes in the Field Reference next to the loanPrograms parameter ("What kind of program are you looking for?"). loanPrograms is required. Most other data is plain text and comes in as-is.

5. Test and finish

Run the Zap, or trigger the event in your outside system (for example, set a lead to "Signed Up" or submit the web form). A new lead should appear in LendingWise with all the data.

Note: make sure the brc and arc values are your company's. If they aren't, leads end up in the wrong company or branch.

Tip: Zoho has a direct integration for posting new leads into LendingWise. This video shows how to set it up:

To send data out of LendingWise instead, see Webhook Automation Integration for Outbound Data Transfer.

Jotform

You can use Jotform to build a quick lead capture or pre-qualification form that posts into LendingWise.

  • The Jotform endpoint is: https://app.lendingwise.com/jotform.php?redirect=https://yourwebsite.com/thank-you
  • Change "https://yourwebsite.com/thank-you" to a real page on your website.
  • Set the arc and brc values in the form.

Wrap up:

You can also import our template into Jotform (you'll still need to fill in your arc, fileType and brc fields):

  1. In Jotform, go to Create a form > Import Form > From a web page > Enter URL.
  2. Paste this URL: https://form.jotform.com/203566067801152
  3. Endpoint/Submitter: https://app.lendingwise.com/jotform.php?redirect=https://www.lendingwise.com

To find your arc and brc values, answer the four dropdown questions in Loan Intake's "Where the lead lands" panel, and they appear on the page (see the screenshot below). If you don't have access, contact support@lendingwise.com.