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.
Please contact email@example.com for more information about the Encompass Integration.