Encompass + Shape Software at a Glance

Shape’s mortgage CRM + POS has been a powerful tool for loan officers and originators looking to build efficient lending workflows, simplify their processes, and grow revenue. With our latest integration update, you can now leverage the power of Encompass LOS to shorten your lending cycle even more and drive more impact for prospects and clients alike.

Why You Need This Combo

With the new Shape CRM + Encompass Bankers Edition LOS integration, loan originators get a seamless workflow that moves prospects from clear-to-close faster than ever before. This powerful combo simplifies your lending process by using smart automation to achieve incredible speed to contact + bi-directional tracking for an end-to-end process that is simple, easy-to-use and drives real impact for their bottom lines.

With more borrowers than ever clamoring to take advantage of low interest rates, Shape + Encompass gives lenders a clear-cut advantage in the new digital mortgage landscape.

How it Works

With Shape and Encompass working together, originators can now instantly start a new Encompass loan file from within Shape and synchronize borrower information, documentation, and milestones between Shape and Encompass automatically.

Benefits Include:

  • Effortlessly meet compliance requirements

  • Create a seamless and automated lending workflow

  • Eliminate wasted time on dual data entry and manual processes

  • Increase your team’s efficiency

  • Shorten your lending cycle

Ready to take your mortgage business to the next level? Let us help you realize the impact Shape + Encompass can have on your mortgage business.

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