Lending Tree + Shape Software Mortgage Integration

Automatic Lending Tree Lead Posting in Shape Software

With the Lending Tree–Shape integration, mortgage users who are using Shape to automate their processes and to manage their lead & customer database, can seamlessly get Lending Tree leads directly into Shape. Once you have communicated your desire to send leads to Shape and received confirmation and information from Lending Tree, here’s how to connect Lending Tree in Shape.

Lending Tree Information:  Once you have communicated your desire to send leads to Shape and received confirmation, Lending Tree will provide you with your campaign names. You’ll need to add each of your Lending Tree campaigns into Shape via the Marketing Source settings page. Once added, you’ll need to add the Shape Campaign Source ID to the “Integrations” settings page and you’ll need to provide lending tree with posting URLs after going through the steps below.

Lending Tree Information: Once you have communicated your desire to send leads to Shape and received confirmation, Lending Tree will provide you with your campaign names. You’ll need to add each of your Lending Tree campaigns into Shape via the Marketing Source settings page. Once added, you’ll need to add the Shape Campaign Source ID to the “Integrations” settings page and you’ll need to provide lending tree with posting URLs after going through the steps below.

Step 1:  Log into Shape and navigate to the Marketing Sources page by clicking “Settings” in the gradient navigation bar and scrolling to find “Marketing Sources” on the left hand sidebar. Or visit this link directly once logged in:  https://secure.setshape.com/marketing-sources

Step 1: Log into Shape and navigate to the Marketing Sources page by clicking “Settings” in the gradient navigation bar and scrolling to find “Marketing Sources” on the left hand sidebar. Or visit this link directly once logged in: https://secure.setshape.com/marketing-sources

Step 2:  Add all of your Lending Tree campaigns here by clicking the blue “Add Source” button in the upper right hand corner of the Marketing Sources page.

Step 2: Add all of your Lending Tree campaigns here by clicking the blue “Add Source” button in the upper right hand corner of the Marketing Sources page.

Step 3:  Enter in the required Channel Type, Lead Source, and Campaign Name fields. The Channel Type, depending on your marketing team preferences should be “Integrations” or “Pay Per Lead.” The Lead Source should be “Lending Tree” the campaign name should be name of your Lending Tree Campaign and the “Post to Record Type” should be “Prospects.” Description and the remaining fields are optional. Next press “Save & Continue.”

Step 3: Enter in the required Channel Type, Lead Source, and Campaign Name fields. The Channel Type, depending on your marketing team preferences should be “Integrations” or “Pay Per Lead.” The Lead Source should be “Lending Tree” the campaign name should be name of your Lending Tree Campaign and the “Post to Record Type” should be “Prospects.” Description and the remaining fields are optional. Next press “Save & Continue.”

Step 4:  Once you’ve finished saving your various Lending Tree campaigns on the marketing sources settings page, return to the Marketing Sources table and click on the “Choose” dropdown in the “Actions” column. Select “Copy @XXXXXXXXXX to clipboard” where @XXXXXXXXXX is the SourceID for each the Lending Tree marketing campaign you just set up. You’ll need to add these ID numbers to the integrations settings page for Lending Tree and provide your rep at Lending Tree your posting URLs ending in this source ID.

Step 4: Once you’ve finished saving your various Lending Tree campaigns on the marketing sources settings page, return to the Marketing Sources table and click on the “Choose” dropdown in the “Actions” column. Select “Copy @XXXXXXXXXX to clipboard” where @XXXXXXXXXX is the SourceID for each the Lending Tree marketing campaign you just set up. You’ll need to add these ID numbers to the integrations settings page for Lending Tree and provide your rep at Lending Tree your posting URLs ending in this source ID.

Step 5:  Right click on settings to open up settings in a new tab (you’ll want to keep your marketing sources settings page open to reference the Source IDs). Once open, navigate to the Integrations page by clicking “Settings” in the gradient navigation bar and scrolling to find “Integrations” on the left hand sidebar. Or visit this link directly:  https://secure.setshape.com/integrations

Step 5: Right click on settings to open up settings in a new tab (you’ll want to keep your marketing sources settings page open to reference the Source IDs). Once open, navigate to the Integrations page by clicking “Settings” in the gradient navigation bar and scrolling to find “Integrations” on the left hand sidebar. Or visit this link directly: https://secure.setshape.com/integrations

Step 6:  Navigate to the “Lending Tree” Integration and press the blue “Connect” button.

Step 6: Navigate to the “Lending Tree” Integration and press the blue “Connect” button.

Step 7:  Enter your Trusted Partner IDs (These are those source IDs from the marketing sources settings page starting with  @XXXXXXXXXX ) and save. Add all of the Lending Tree campaign source IDs from the marketing sources settings page if you have multiple.

Step 7: Enter your Trusted Partner IDs (These are those source IDs from the marketing sources settings page starting with @XXXXXXXXXX) and save. Add all of the Lending Tree campaign source IDs from the marketing sources settings page if you have multiple.


Finalizing the Integration with Lending Tree

After completing steps 1-7 above, provide Lending Tree with the posting URLs for your various campaigns. Please note that each campaign will have a specific posting URL that is dependent on the campaign Source ID in Shape. Provide Lending Tree with the following posting URL, but replacing the @XXXXXXXXXX with the Source IDs from the marketing sources settings page table.

secure.setshape.com/api/lendingtree/@XXXXXXXXXX


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