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Simple Nexus Integration

The integration between Simple Nexus and Shape Software API enhances your lead management process by automatically creating new leads in Shape whenever a borrower signs up to initiate a loan application in Simple Nexus. This integration operates as a one-way push from Simple Nexus to Shape, ensuring seamless data flow and efficient lead tracking.

Key Features:

Automated Lead Creation

When a new borrower registers for a loan application on Simple Nexus, Shape receives instant notification through webhook integration. This triggers the creation of a corresponding lead in Shape, streamlining your lead generation process.
Data Transfer

Simple Nexus sends essential information to Shape during lead creation, including the borrower’s name, phone number, email address, and the loan officer’s email address.
Smart Routing and Assignment

Upon receiving the data, Shape matches the email address of the borrower with existing users in its database. If a match is found, the lead is automatically routed to the appropriate branch and assigned to the corresponding user, facilitating personalized follow-ups and efficient lead management.
Duplicate Management

Within Shape, a specialized duplicate management rule is configured for leads from “Simple Nexus,” automatically merging new records with existing ones based on phone or email matches while maintaining the original lead source. Merged records are updated to “Application Started,” ensuring efficient lead tracking. If no match is found, new leads are seamlessly created under the “Simple Nexus” source, ensuring accurate lead management.

Information Passed

When the webhook is triggered, Shape receives the following information. If the duplicate management rule is invoked, Shape will retain the original lead source as configured in the rule settings. However, if a new borrower applies and doesn't meet the criteria of the duplicate management rules for Simple Nexus, the lead will be attributed to the source "Simple Nexus."

First Name
Last Name
Mobile Phone
Email Address
Record ID (Maps to Reference ID in Shape)
LO Email Address (Used for Routing & Assignment)

Workflow with Encompass

Although Shape and Simple Nexus integration occurs solely when the borrower initiates the application process, it's important to note that Shape boasts a bi-directional integration with Encompass. Consequently, upon the borrower completing the loan application and Simple Nexus generating the loan file in Encompass, Shape seamlessly acquires the loan file through the Shape and Encompass API. This integration furnishes Shape with a comprehensive 3.4 file alongside custom fields, completed milestones, and assignment updates, ensuring robust data synchronization and streamlined workflow management.

Created by Shape for AnnieMac Home Mortgage