Bi-directional loan file creation & updates
Automatic milestone synchronization
Transfer borrower documents
Sync finished milestone dates and user assignments
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Seamlessly create new loans automatically upon 1003 app completion and receive new loan files from Encompass
As milestones are completed in Encompass, Shape will receive the milestone, date stamp, and updated 3.4 file -- eliminating double data entry
Using Shape's integrated borrower point of sale, request borrower needs lists and immediately send approved documents directly into Encompass
Keep borrowers, referral partners, agents, and other loan stakeholders up to date as the loan progresses through each milestone
Source: Shape G2 reviews
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