Shape Software, a customer relationship management (CRM) and marketing automation tool for mortgage companies, has announced the launch of a new integration with LendingPad, a leading cloud-based loan origination system. Through the integration, lenders can now use these two platforms in tandem to streamline and automate their mortgage processes, as well as gain the power and flexibility to manage their lead & customer databases in one place.

With Shape and LendingPad working together, originators can now seamlessly create new loans in LendingPad directly from within Shape, migrate existing LendingPad loan borrower contact records into Shape, instantly start a new LendingPad loan file from within a Shape, and synchronize borrower information between Shape and LendingPad automatically on a regular basis as LendingPad loan files are updated.

To celebrate the launch of this integration, existing LendingPad customers can get a free month of Shape, and existing Shape customers can get two free months of LendingPad (a $100 value) through July 31, 2020.

“This new integration is huge for lenders looking for a more streamlined end-to-end workflow. As we continue to build solutions with great partners like LendingPad, we’re empowering thousands of mortgage teams out there to put their clients first, simplify their software needs, and save money. It’s a win-win-win,”

Anthony Gutierrez

Shape Chief Executive Officer

“The seamless integration between LendingPad and Shape eliminates data entry for borrower’s information, critical loan data, and statuses in sync with each other.  It enhances communication with borrowers and agents throughout the origination process.  With award-winning LendingPad LOS focuses on the back-office loan manufacturing activities, Shape CRM focuses on the client relationships making the combination a streamlined experience for every transaction”

Wes Yuan

LendingPad’s Managing Director, of the integration.

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