Streamline 1003 apps 3.4 files borrower docs data transfer LOS syncing status updates communication notifications critical dates notes

with LendingPad + Shape

  • Bi-directional loan file creation & updates

  • Automatic milestone synchronization

  • Transfer borrower documents

  • Sync notes, critical dates, and service providers

Integrate LendingPad

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Shape is LendingPad's most integrated CRM partner

  • Loan File Creation

    Seamlessly create new loans automatically upon 1003 app completion and migrate existing LendingPad loans into Shape

  • Status Updates

    As critical dates and notes are updated in LendingPad, Shape will receive the status, date stamp, and corresponding notes, 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 LendingPad

Automated loan update notifications

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

Industry-leading CRM, POS, and LOS tech stack

"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


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