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 Mortgage Coach loans into Shape
Shape seamlessly receives the loan status and critical dates from Mortgage Coach, eliminating double data entry
Using Shape's integrated borrower point of sale, request borrower needs lists and immediately send approved documents directly into Mortgage Coach
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 Mortgage Coach and Shape CRM + POS today
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