Loan originators who are using Shape to automate their mortgage processes and to manage their lead & customer database, can create new loans into their Calyx Point LOS system via a 3.4 export from Shape, maintaining all important borrower information and correspondence in a single location.
Integration Capabilities
- 3.2 FNM File export and import capabilities
- 3.4 MISMO File export and import capabilities
Exporting 3.2 FNM and 3.4 MISMO Files
Export FNM 3.2 or MISMO 3.4 files from within record details. Click on the “LOS” dropdown and click on “Download to Fannie Mae File” for a 3.2 file download and click on “Download to MISMO 3.4 File” to download a 3.4 file.
Importing 3.2 FNM and 3.4 MISMO Files
You can import 3.2 and 3.4 files in the same area that you would do your record imports. Navigate to Settings > Import. Once there, choose the record to import to (Leads, Applications, Loans, Referral Partners, and Contacts) and then drop that file into the Uploads area. The system will automatically map the file for you.
Frequently Asked Questions
Does Shape integrate directly with Calyx Point?+
Calyx Point does not offer an API integration with Shape at this time. However, you can easily download the 3.4 file from Shape and Calyx to move data from one system to the other.