01
Backend & Integration
3 technologies
AWS LambdaNode.jsAmazon API Gateway
LendingPad Connector
CRM-to-LendingPad LOS Integration Platform
A secure AWS serverless connector that automatically transfers CRM leads to LendingPad LOS for faster, more accurate mortgage lead processing.
Technologies:Amazon RDSAmazon S3AWS LambdaPHP
Business Focus: Mortgage Automation & Lead Management
Case Study Summary
LendingPad Connector is a secure, serverless integration that automatically transfers mortgage leads from CRM systems into the LendingPad Loan Origination System (LOS). It eliminates manual data entry, reduces data inconsistencies, and ensures new leads are available in LendingPad without delays.ExpertsCloud built the integration using AWS Lambda, API Gateway, S3, CloudWatch, IAM, and RDS MySQL to create a scalable and monitored lead transfer pipeline.
Industry
Mortgage Technology & Lending
Timeline
4 Months
Platform
Web App
Architecture
Serverless Lead Integration
Business Challenges
01
Manual Lead Entry
Mortgage teams spent significant time manually entering CRM leads into LendingPad LOS.
02
Data Accuracy Risks
Manual data entry increased the risk of incomplete, inconsistent, or inaccurate lead records.
03
Scalability Limitations
Growing lead volumes made manual processing increasingly difficult and unsustainable.
04
Real-Time Transfer
Delayed lead synchronization could cause mortgage teams to miss timely opportunities.
What ExpertsCloud Built
A secure, automated lead integration pipeline connecting CRM systems directly with LendingPad LOS.
01
Serverless Lead Connector
Built an AWS Lambda-based connector to transform and automatically push lead information into LendingPad LOS.
02
Secure API Integration
Implemented API Gateway to provide a secure RESTful interface for CRM systems to submit lead data.
03
Automated Data Processing
Used S3 for temporary lead storage and RDS MySQL for persistent lead metadata and reporting.
04
Monitoring & Access Control
Implemented CloudWatch monitoring and IAM-based access controls for operational visibility and secure resource access.
How We Solved the Challenge
We replaced manual lead entry with an automated, monitored, and secure CRM-to-LOS workflow.
01
Automated Lead Transfer
Created a serverless connector that automatically pushes CRM leads into LendingPad LOS.
02
Data Transformation
Used Lambda to process and transform incoming lead information before transferring it to the LOS.
03
Secure Processing
Implemented IAM access controls and AWS managed services to protect lead data and system resources.
04
Real-Time Monitoring
Added CloudWatch logging and monitoring to track successful transfers and identify processing errors.
Tech Stack
02
Data & Storage
3 technologies
Amazon S3Amazon RDSMySQL
03
Security & Monitoring
3 technologies
AWS IAMAmazon CloudWatchAWS Serverless Architecture
Before VS After
Before
- Manual lead entry
- Delayed lead transfers
- Data entry errors
- Limited scalability
- Manual processing overhead
VS
After
- Automated lead transfer
- Faster CRM-to-LOS synchronization
- Improved data consistency
- Scalable serverless architecture
- Centralized monitoring
Results & Outcomes
A secure and scalable integration that streamlines mortgage lead management and reduces manual processing.
- Automated CRM-to-LendingPad lead transfers
- Reduced manual data entry
- Improved lead data consistency
- Faster lead availability in LendingPad LOS
- Scalable serverless processing
FREQUENTLY ASKED QUESTIONS
The LendingPad Connector is a serverless integration that automatically transfers lead information from a CRM system into the LendingPad Loan Origination System.
It eliminates manual lead entry, reduces data accuracy risks, and enables faster transfer of CRM leads into LendingPad LOS.
CRM lead data is submitted through API Gateway, processed by AWS Lambda, and then transformed and transferred to LendingPad LOS.
AWS Lambda provides a serverless environment for processing and transforming lead data without requiring traditional server infrastructure.
Raw lead data can be temporarily stored in Amazon S3, while processed lead metadata is stored in Amazon RDS MySQL.