Shape Software CRM + LendingPad Mortgage LOS Integration - PowerPoint PPT Presentation

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Shape Software CRM + LendingPad Mortgage LOS Integration

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Shape Software, a customer relationship management (CRM) and marketing automation tool for mortgage companies, has announced the launch of a new integration with LendingPad, a leading cloud- based loan origination system. – PowerPoint PPT presentation

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Title: Shape Software CRM + LendingPad Mortgage LOS Integration


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Shape Software CRM LendingPad Mortgage LOS
Integration
  • Shape Software, a customer relationship
    management (CRM) and marketing automation tool
    for mortgage companies, has announced the launch
    of a new integration with LendingPad, a leading
    cloud-based loan origination system. Through the
    integration, lenders can now use these two
    platforms in tandem to streamline and automate
    their mortgage processes, as well as gain the
    power and flexibility to manage their lead
    customer databases in one place. 
  • With Shape and LendingPad working together,
    originators can now seamlessly create new loans
    in LendingPad directly from within Shape, migrate
    existing LendingPad loan borrower contact records
    into Shape, instantly start a new LendingPad loan
    file from within a Shape, and synchronize
    borrower information between Shape and LendingPad
    automatically on a regular basis as LendingPad
    loan files are updated.
  • To celebrate the launch of this integration,
    existing LendingPad customers can get a free
    month of Shape, and existing Shape customers can
    get two free months of LendingPad (a 100 value)
    through July 31, 2020.

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This new integration is huge for lenders looking
for a more streamlined end-to-end workflow. As we
continue to build solutions with great partners
like LendingPad, were empowering thousands of
mortgage teams out there to put their clients
first, simplify their software needs, and save
money. Its a win-win-win, Shape Chief
Executive Officer Anthony Gutierrez. The
seamless integration between LendingPad and Shape
eliminates data entry for borrower's information,
critical loan data, and statuses in sync with
each other.  It enhances communication with
borrowers and agents throughout the origination
process.  With award-winning LendingPad LOS
focuses on the back-office loan manufacturing
activities, Shape CRM focuses on the client
relationships making the combination a
streamlined experience for every transaction
Wes Yuan, LendingPads Managing Director, of the
integration.  Article Source-
https//setshape.com/blog/shape-software-crm-lendi
ngpad-mortgage-los-integration
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