Encompass + Shape Software Integration

With the Encompass–Shape bi-directional integration, loan originators who are using Shape to automate their mortgage processes and to manage their lead & customer database, can seamlessly create new loans in Encompass directly from within Shape, maintaining all important borrower information and correspondence in a single location.

When the integration is configured and active, originators will be able to:

  • Migrate existing Encompass loan borrower contact records into Shape.

  • Instantly start a new Encompass loan file from within a Shape contact record via a press of a button, or an automated trigger from a status change.

  • Synchronize borrower information between Shape and Encompass on a regular basis.

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Integration Details

Please contact sales@setshape.com for more information about the Encompass Integration.


Need More Help? Contact us at support@setshape.com