Table of Contents
Support Guide
Shape & LendingDox Integration
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Shape Software
With the LendingDox–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 to LendingDox directly from within Shape. After the loan file creation, LendingDox will then update Shape moving forward with field updates and loan status changes. This integration maintains all important borrower documentation and correspondence in a single location.
Integration Capabilities
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- Receive new loan files created in LendingDox into Shape, automatically
- Instantly start a new LendingDox loan file from within a Shape contact record via the Sync With LOS button press, or via an automated trigger
- Receive field updates from LendingDox after the loan file has been synced between systems
- Receive loan status updates from LendingDox after the loan file has been synced between systems
- Send PDF documents from Shape to LendingDox on previously synced files
- Synchronize borrower information from LendingDox automatically on a regular basis as LendingDox loan files are updated. LendingDox updates Shape with updates every 15 minutes.
Connecting LendingDox to Shape
- Navigate to the “Integrations” settings page
Start by navigating to "Settings" in the top gradient bar. Next click the dropdown labeled "Integrations" to find the "Integrations" settings page.
Integrations: https://secure.setshape.com/integrations
- Scroll down to find the LendingDox section
You will see the LendingDox Logo and click the “Connect” Button. A popup will appear that will ask you to enter the following information from LendingDox:
- Customer ID
- User ID
Note: Find this information by logging into LendingDox and navigating to the “Support” tab in the navigation bar. From there, you will find the “API” option. On the left-hand side, click on [POST] PostLoanFNMFileWithNMLSID to find these credentials. Enter in the default NMLS license number that Shape/LendingDox will use as a fallback when there is a Loan Officer that has not entered a NMLS license in the Shape user profile.
- Click “Save” to apply the settings.
Click save to in order to apply the changes.
- Add each user’s NMLS license number in the License Number field in Shape.
Open up each user profile by going to Settings > Manage Users and “Open” each user profile to add their License number into the License field.
- Have LendingDox enable the Shape Integration syncing.
Reach out to your LendingDox account manager to request the sync with Shape
Note: If you do not want loans to come over from LendingDox into Shape if the user does not have a NMLS License Number in LendingDox, please reach out to support@lendingdox.com to stop the transfer of loans without an NMSLID.
Test the Integration by Creating a Record in Shape
- Create a test lead in the system if you don’t already have a test record that will be easy to identify. Please be sure to fill out as much information as possible in Shape.
- Send the test record’s information to LendingDox by using the “LOS” dropdown – Sync with my LOS. This will create a new loan file in LendingDox.
- You can then edit the loan within LendingDox. Be sure you have the “All Loans” filter on your loans list. They will update Shape in 15 minute intervals, so you should see that change reflected in shape within 15 minutes!
Fields that LendingDox Will Update in Shape
Note: Please note that if the SSN is not included in the initial push to LendingDox, fields like income bonuses, commissions, and overtime as well as housing expenses like hazard insurance, real estate taxes, etc. will not populate in LendingDox as they require the SSN.
- Loan Number
- Loan Officer
- Purpose
- Occupancy
- Appraisal Value
- Purchase Price
- Loan Amount
- Term
- Credit Score
- Note Rate
- Loan Type
- Property Type
- Units
- Program Type
- APR
- LTV Ratio Percent
- Combined LTV Ratio Percent
- Total Liquid Assets
- Total Liabilities Non Reo Month Payment Amount
- Total Liability Balance
- Payment Breakdown: Principal and Interest, Hazard Insurance Premium, Property Taxes, Private Mortgage Insurance (PMI), Homeowner's Association Dues (HOA), Other, Total
- Subject Property Address
- Borrower: First Name, Last Name, Email, Mobile Phone, Home Phone, Work Phone, Date of Birth, SSN, Current Address
- Service Providers: Buying Agent, Selling Agent, Closing Agent, Title Company, Hazard Insurance Company, Appraiser Company
LendingDox Loan Statuses that Update Shape
Note: Web_Application, is the status assigned from the POS before the loan has been reviewed by the Loan Officer.
- Not_Set
- Web_Application
- Origination
- Processing
- Underwriting
- Closing
- Funding
- Post_Funding
- Servicing
- Withdrawn
- Denied
Frequently asked questions
If your user NMLS license has been successfully added for all user profiles, reach out to LendingDox support at support@lendingdox.com to make sure that your API has been set up correctly and is syncing.
If the above items have been successfully configured, you may not have enough information filled out to send the file over to LendingDox.
LendingDox creates new records in Shape based on the Loan, and duplicate management in Shape is based on the unique loan identifier called the loan GUID. If you have multiple loans with the same borrower in LendingDox, it will create multiple files within Shape.
LendingDox loan statuses will reflect in the “LendingDox Status” dropdown and will update the corresponding Shape status (if there is a comparable status, you can find the LendingDox Shape status mapping via Settings > Manage Triggers). If you need to make any adjustments to your triggers due to newly created or edited statuses within Shape, you can do so via triggers that can be found in the “Manage Triggers” settings page.
Keywords: lendingdox, integration, status, LOS, 3.2, 3.4, loan id, API, NMLS License Number, lendingdox FAQ, loan status
