If you’re facing this situation, we recommend taking the following steps:

Contact LendingPad Support: Reach out to LendingPad support at support@lendingpad.com to verify that your import/export features are enabled and functioning correctly.

Verify Email Consistency: Ensure that the email address associated with your Shape account matches the one in LendingPad. Consistency in email addresses is crucial for seamless integration between the two platforms.

Check User GUID and Import/Export Configuration: Confirm that your user GUID and import/export functionality have been correctly configured. This ensures the smooth transfer of data between Shape and LendingPad.

Sufficient Information for 3.2 or 3.4 File: If you’ve configured the user GUID and import/export functionalities correctly, but still face issues, it’s possible that some essential information is missing in Shape, preventing the successful transmission of the 3.2 or 3.4 file. Check if all necessary fields are filled out in Shape before sending the file over to LendingPad.

Adjust Integration Settings: Visit the “Integrations” page in Shape and either require more fields to be completed before sending the 3.2 or 3.4 file or consider adjusting the sending method to “API,” which doesn’t have any field requirements. While the API method doesn’t support as many fields as the 3.2 or 3.4 method, you can use this for troubleshooting. One common missing field is “Number of Units,” which is crucial for sending the 3.2 or 3.4 FNM file.

This typically indicates that all required fields have not been filled out in order for the record to sync. Make sure to fill out all required fields highlighted in red and that will resolve this for you.

It’s essential to understand that Shape can only sync to LendingPad once to create the loan file. Once the initial synced file is created, LendingPad becomes the parent file, and any future updates can only be initiated from LendingPad into Shape. This includes updates to fields, loan statuses, and critical dates.

If you attempt to push additional information from Shape to LendingPad using the “Sync to LOS” button on a loan that has already been synced, you’ll encounter an error message indicating that the loan file has already been created. In such cases, you won’t be able to synchronize further changes from Shape to LendingPad.

To make any subsequent updates, it’s crucial to perform them directly within LendingPad, which will then sync the changes back to Shape automatically.

When you use the “Sync to LOS” feature or initiate an automated push from Shape to LendingPad, the files will usually populate in your “Leads” pipeline within LendingPad. However, if you prefer to have them placed in the “Prospects” pipeline instead, you can make a request to LendingPad’s support team, and they will assist you with the adjustment.

To ensure successful assignment continuity during the transfer, it’s vital to have the email associated with the user in Shape match the email associated with the user in LendingPad. When this condition is met, the Loan Officer, Loan Officer Assistant, and Processor assignments will be preserved and seamlessly transferred over to LendingPad.

To optimize the integration between Shape and LendingPad, it’s essential to let the systems work seamlessly together. For instance, when using Shape’s point of sale, completing an application automatically creates the loan file in LendingPad. However, some customers may manually upload the 3.2 or 3.4 file into LendingPad without realizing that the automation has already taken place or without using the “Sync to LOS” feature to locate the automated loan file. This manual import of the loan file in LendingPad can lead to duplicates in Shape because the record won’t be linked to the loan ID, resulting in the creation of a new duplicate loan file in Shape from LendingPad.

LendingPad generates new records in Shape based on unique loan identifiers called loan GUIDs. If multiple loans with the same borrower exist in LendingPad, each loan will create separate files within Shape, potentially leading to duplicates.

Additionally, importing overlapping records into Shape that already exist in LendingPad and then initiating a bulk export from LendingPad to Shape can cause duplicates. LendingPad’s duplicate management relies on the loan ID, further contributing to potential duplications.

To prevent duplicates and maintain data accuracy, it’s best to prioritize pushing data from LendingPad to Shape and then utilizing the import functionality in Shape with duplicate management. This approach reduces the likelihood of duplicates and ensures precise data synchronization.

By following these best practices, you can optimize the integration between Shape and LendingPad for efficient loan processing and data management.

Please allow for 15 minutes for updates from LendingPad to reflect in Shape. If you don’t see the updates after this period, ensure that the loan file is synced with LendingPad.

When you add multiple critical dates in the “Critical Dates” section of LendingPad, Shape will receive the status that is furthest along in the loan status workflow. For example, if you update the “Initial Submission, Approval, Clear to Close, and Funded” statuses in one update, Shape will receive the “Funded” status, and the other date and time stamps of the other statuses will appear in the critical dates section.

In newer systems, records in Shape are automatically synced via an automated trigger based on the “Application Completed” Shape status. However, some systems may not have this automated trigger configured, requiring a manual button press to send the details to LendingPad. If you prefer an automated push to LendingPad, please contact support@setshape.com for assistance or set up a trigger to “Push to LOS” on the status or action of your choice.

Keep in mind that not all critical dates are considered loan statuses according to the API. Critical date tracking can be found in the “Tracking” tab, while LendingPad loan statuses will reflect in the “LendingPad Status” dropdown and update the corresponding Shape status. If you need to adjust your triggers due to newly created or edited statuses within Shape, you can do so via triggers found in the “Manage Triggers” settings page.

To change loan statuses and critical dates in LendingPad, open a loan file, navigate to loan application > critical dates > edit, and input the relevant statuses and dates. The system will automatically update the status within LendingPad when the specified dates are reached, and the changes will reflect in Shape within 15 minutes after the status has been applied in LendingPad.

If you have any further questions or need assistance, don’t hesitate to reach out to us.

Yes, you can achieve this by using the “Recreate Loan” option within the lead details page through the “LOS” dropdown. By selecting this option, you can create a brand new loan file in LendingPad that is synced to the single record in Shape. This action allows you to recreate a loan file in your LOS system, disregarding the existing loan file connection. It means that only this particular Shape record will be associated with the new loan in your LOS. Before proceeding, you will need to confirm the action.

It’s important to note that any updates made to the older loan file in LendingPad will no longer update the Shape record. Only the new loan file will update the record within Shape after you recreate a new loan.

This feature enables you to efficiently handle multiple loans for the same customer while keeping their information organized and synchronized between Shape and LendingPad.

If you have any further inquiries or need assistance with this process, please don’t hesitate to contact us.

You have two options to find the Loan GUID, either within Shape or LendingPad.

In Shape, locate the Loan GUID in the “Tracking” tab within the record. Please note that the Loan GUID will only appear after the record has been successfully synced with LendingPad. If the record has not yet been synced between systems, the GUID number will not be visible.

Alternatively, you can find the Loan GUID from within LendingPad itself. Open the loan in LendingPad, and you will find the GUID in the URL displayed in the top bar. The Loan GUID is the number that appears after the last forward slash (/) in the URL.

Using either of these methods, you can quickly access the Loan GUID, enabling you to manage and track loan records effectively between Shape and LendingPad.

If you encounter any difficulties or require further assistance, feel free to reach out to us.