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Marketing & CRM
Shape + LendingPad Integration
Shape’s integration with LendingPad helps mortgage teams eliminate duplicate data entry, keep loan information in sync, and automate borrower follow-up throughout the loan lifecycle.
The integration connects Shape’s mortgage CRM with LendingPad’s LOS, allowing teams to sync borrower and loan data, update pipeline activity, transfer documents, and keep critical loan milestones aligned between both platforms.
With real-time workflow automation, milestone-based communication, lead routing, and email and SMS follow-up, Shape helps loan officers and operations teams stay organized, respond faster, and keep borrowers informed from lead through close.
Automated marketing, Bi-directional sync, CRM integration, Custom dashboards, Data validation, Doc upload & tracking, Email & SMS automation, Engagement tracking, Lead routing, Milestone campaigns, Multi-channel follow-up, One-click data push, Pipeline analytics, Pipeline integration, Pipeline sync, Secure doc exchange, Smart alerts, SMS & email alerts
Vendor Information
Shape Software
Shape Software is the ultimate, all-in-one mortgage CRM designed specifically for modern mortgage teams. Built to eliminate manual data entry and speed up turn times, Shape empowers loan officers to convert more leads, automate compliance-friendly marketing, and close loans faster.
Instant Lead Capture & Speed-to-Lead: Seamlessly intake leads from hundreds of sources such as Zillow, LendingTree, and social media, automatically assigning them to the right loan officer for immediate automated follow-up.
Automated Milestone Alerts: Keeps borrowers, real estate agents, and internal teams perfectly aligned with automatic SMS and email updates at every critical stage of the loan lifecycle.
Deep Mortgage Integrations: Plugs directly into your native Loan Origination Systems (LOS) like Jupiter to sync data effortlessly.