Bi-directional loan file creation & updates
Automatic milestone synchronization
Transfer borrower documents
Sync notes, critical dates, and service providers
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Seamlessly create new loans automatically upon 1003 app completion and migrate existing LendingPad loans into Shape
As critical dates and notes are updated in LendingPad, Shape will receive the status, date stamp, and corresponding notes, eliminating double data entry
Using Shape's integrated borrower point of sale, request borrower needs lists and immediately send approved documents directly into LendingPad
Keep borrowers, referral partners, agents, and other loan stakeholders up to date as the loan progresses through each milestone
Source: Shape G2 reviews
Get integrated with LendingPad LOS and Shape CRM + POS today
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