Lodestone listens to Encompass and fans each change out to the tools your shop runs on. Pick a destination below — flip on as many as you need.
Pick a milestone — Approved with Conditions, Clear to Close, anything in Encompass — and Lodestone posts it to the right Slack channel with the borrower, loan officer, and date already filled in. No more hourly status check-ins.
Automation run
Triggers on any Encompass milestone or custom-field change
Mirror your whole Encompass pipeline into a Google Sheet that updates within 60 seconds. Sort it, filter it, share it with your processor or accountant — without handing anyone an Encompass login.
Automation run
Syncs virtual fields, status, LO, and estimated close date
When a loan's status changes, Lodestone drafts the borrower email for you — subject, greeting, and the right next-step language already in place. You review, edit, and send. Never write that email from scratch again.
Automation run
Drafts into Gmail or Outlook with the loan's data merged in
The same status triggers, delivered as a short SMS for the updates borrowers actually want in real time — appraisal in, clear to close, funded. On the roadmap; join the waitlist to help shape it.
Automation run
Short, templated texts tied to the same Encompass triggers
Mortgage data is regulated. So Lodestone is, by default — not as a paid add-on.
Borrower data is never logged in clear text. TLS in transit, encrypted at rest.
Every automation run timestamped, traceable, exportable. Compliance-ready from day one.
AI helps draft. Humans approve anything that touches a borrower. CFPB-aware by design.
Tenant-isolated. Never shared, never sold, never used to train a model.
Built by people who've shipped Encompass integrations — ex-LO, ex-Encompass partner-program engineers, talking to the first ten shops now.
Founding customers get setup help and a say in what we build next.