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With Shape and Encompass working together, originators can now seamlessly start a new Encompass loan files from within Shape, and synchronize borrower information and loan milestones between Shape and Encompass automatically.
Automatically create loan files in Encompass once a borrower completes a digital 1003 application in Shape, ensuring a flawless 3.4 MISMO file upload of the information instantly.
Seamlessly synchronize borrower loan milestones between Shape CRM and the Encompass LOS. As milestones are reached in Encompass, Shape will receive the status update within seconds, eliminating double work.
Using Shape's integrated borrower portal, you can request borrower needs lists and immediately send approved borrower loan documents directly into Encompass.
Flexible and customizable email and text campaigns in Shape provide a quick and effective way to keep borrowers, agents, and other loan stakeholders up to date as Encompass milestones are reached.
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