Streamline 1003 apps 3.4 files borrower docs data transfer LOS syncing status updates communication notifications milestones assignments

with Encompass + Shape

Bi-directional loan file creation & updates
Automatic milestone synchronization
Transfer borrower documents
Sync finished milestone dates and user assignments

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The premium mortgage CRM, POS, and LOS tech stack

Loan File Creation

Seamlessly create new loans automatically upon 1003 app completion and receive new loan files from Encompass
Milestone Updates

As milestones are completed in Encompass, Shape will receive the milestone, date stamp, and updated 3.4 file -- eliminating double data entry
Document Sync

Using Shape's integrated borrower point of sale, request borrower needs lists and immediately send approved documents directly into Encompass

Automated loan update notifications

Keep borrowers, referral partners, agents, and other loan stakeholders up to date as the loan progresses through each milestone

Seamlessly synchronize borrower information, 3.4 files, and loan milestones

1/4

"Shape is an amazing clear-cut, efficient, streamlined software that allows you to customize to your personal needs."

Timmya G., Mortgage Underwriter

2/4

"The CRM has been tailored made for our business. It's helped us optimize our workflow and helped increase productivity."

Sara H. Major Account Executive

3/4

"The software came with everything already built into it or it was just a click to connect what we wanted in the integration dashboard."

Genevieve J. Legal Associate

4/4

"The reliability, outstanding customer service and the amount of time/expense saved daily from this awesome tool. Very easy to use."

Administrator in Information Technology and Services

Source: Shape G2 reviews

Trusted and loved by 21,000 users and growing

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