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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.
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."
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