IRVINE, CA, April 23, 2020 -- 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.
“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, we’re empowering thousands of mortgage teams out there to put their clients first, simplify their software needs, and save money. It’s a win-win-win,” said Shape Chief Executive Officer Anthony Gutierrez.
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.
“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,” explained Wes Yuan, LendingPad’s Managing Director, of the integration.
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.
Shape Software is the sales, marketing, and CRM automation tool designed for lenders as an end-to-end solution to take your team from pre-loan through post-close. Close more deals than ever before with Shape's intelligent lead distribution and scoring features, build and send secure online documents in a click, manage and assign tasks to your team, get a complete suite of sales pipeline and marketing automation features like drip emails, newsletters, and SMS, generate custom reporting on any metric imaginable, and so much more. Try Shape free for 14 days and experience the difference!
LendingPad's innovative cloud-based loan origination system (LOS) was created by mortgage professionals to modernize the complex loan origination process. LendingPad ® Network is a hub connecting borrowers, brokers, lenders and service providers. The solutions LendingPad offers elevate the efficiency, compliance, and information security of brokers, lenders, and depository institutions. LendingPad's unique features include customized dashboards, same file multi-user edit capabilities and real-time push updates. These solutions streamline the origination process while lowering the total cost of mortgage lending. LendingPad is a product of LendingPad Corporation, headquartered in McLean, VA. More information is available at http://www.lendingpad.com.