, a customer relationship management (CRM) and marketing automation tool, has announced an integration with LendingPad
, a cloud-based loan origination system (LOS), where users can now utilize these two platforms in tandem to streamline and automate their mortgage processes and manage their lead and customer databases in one place.
“This new integration is huge for lenders looking for a more streamlined end-to-end workflow,” said Shape Chief Executive Officer Anthony Gutierrez. “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.”
With Shape and LendingPad working together, originators can now create new loans in LendingPad directly from within Shape, migrate existing LendingPad loan borrower contact records into Shape, 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,” said Wes Yuan, LendingPad’s managing director.