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

with LendingDox + Shape

  • Bi-directional loan file creation & updates

  • Automatic milestone synchronization

  • Transfer borrower documents

  • Sync finished milestone dates and user assignments

Get Started Today

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

Easiest-to-use CRM, POS, and LOS mortgage 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

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

Convert more leads & close more deals.

Get integrated with LendingDox LOS and Shape CRM + POS today

Get in Touch

Our team of experts are here to help! Call our sales line at (888) 762-7211

Follow Us