Lodasoft + Shape Software Integration

Lodasoft is a digital mortgage workflow platform built to help lenders, brokers, and operations teams manage the entire loan lifecycle through structured automation and task-driven processes. Designed by mortgage professionals, Lodasoft focuses on improving efficiency, visibility, and consistency across every stage of the loan process. Rather than replacing existing systems, Lodasoft sits alongside them, acting as a centralized workflow engine that coordinates tasks, communication, and loan progression from prospect through post-close.

What Lodasoft Brings to the Table

Lodasoft helps mortgage teams bring structure and automation to what is often a fragmented and manual process. Through its task-based workflow engine and digital assistant capabilities, it ensures that every step in the loan lifecycle is clearly defined and executed.
With Lodasoft, teams can:

  • Automate loan workflows from prospect to post-close
  • Improve visibility into pipeline activity and task ownership
  • Standardize processes across teams and branches
  • Reduce manual work through system-driven automation
  • Enhance borrower and team communication throughout the lifecycle

The platform acts as a “digital production layer” that keeps loans moving efficiently while giving teams better control and insight into their pipeline.

The Shape Integration

The integration between Shape and Lodasoft connects lead generation and CRM activity directly into the loan workflow process. From within Shape, users can initiate and create a loan application directly in Lodasoft, eliminating the need for duplicate data entry or switching between systems. Once the loan is in progress, Lodasoft sends updates back into Shape, allowing your team to stay aligned on loan status and activity without needing to log into multiple platforms.

How It Works

  • A lead is captured and managed inside Shape
  • When ready, a loan application is created in Lodasoft directly from Shape
  • Loan data is passed into Lodasoft to begin processing
  • Lodasoft manages the workflow, tasks, and progression of the loan
  • Status updates and key milestones are sent back into Shape
  • Teams can track progress and follow up without leaving the CRM

What This Unlocks

  • Seamless transition from lead to loan without rekeying data
  • Real-time visibility into loan progress directly within Shape
  • Better alignment between sales, processing, and operations teams
  • Reduced manual work and fewer data inconsistencies
  • More efficient pipeline management from initial contact through closing

Why This Matters

Lodasoft brings structure and automation to the loan process. Shape ensures every opportunity is captured, followed up on, and tracked. Together, this creates a more connected system where lead management and loan execution are no longer disconnected, giving your team a smoother path from first conversation to funded loan.