Connect your loan milestones to Slack, Google Sheets, and borrower emails — without writing a line of code, without hiring a developer, without leaving the tools your team already uses.
<30 min
First automation live
0
Developers needed
<500
Loans/yr target
Active Loans
6 syncingSmith, J.
Approved w/ Conditions
Patel, R.
Clear to Close
Ortega, M.
Submitted to UW
Last automation run
Patel CTC → Slack #pipeline · 2 min ago
You don't need to hire a developer. You don't need a $50k integration project. You need Lodestone — and your first automation live in under thirty minutes.
Copy-pasting loan status from Encompass into Slack, a spreadsheet, or an email — multiple times a day, for every loan on the pipeline.
A Google Sheet or Excel workbook maintained by hand — data that goes stale between updates, breaks when a formula shifts, and takes an hour a week to keep current.
The same borrower update email written from scratch for the tenth time this week — because no one has built a template that actually pulls the right loan data from Encompass.
Pre-built recipes for the three jobs every small mortgage shop does by hand today. No YAML. No webhooks. Pick a template, point it at Encompass, flip it on.
When a loan hits Approved with Conditions, Lodestone posts to your team's #pipeline channel. Borrower name, loan officer, milestone date — all there. No more hourly status meetings.
Triggers on: Encompass milestone update · custom field change
Your entire Encompass pipeline mirrored to a Google Sheet that updates within 60 seconds. Sort, filter, share with your processor or accountant — without giving them Encompass logins.
Syncs: virtual fields · status · LO · estimated close
When status changes (e.g. CTC), Lodestone drafts the borrower email for you. Subject, greeting, the right next-step language — already there. You review, edit, and send. Never write that email from scratch again.
Drafts in: Gmail · Outlook · SMS template (coming soon)
From signup to your first live automation, faster than most people schedule a demo call. We'd rather you spend the saved hour with a borrower.
Sign in with the same Encompass credentials you use every day. We walk you through the OAuth handshake. About five minutes — no SDKs, no IT ticket.
Choose from the prebuilt automation library. Each template is a ready-to-run recipe — point it at the fields and channels you care about. No YAML. No code.
Test mode first: see what the automation would do without sending anything. Happy with the preview? Flip it on. The whole loop takes under thirty minutes.
No credit card. No demo call.
Zapier speaks "events." Lodestone speaks milestones, virtual fields, conditions, and statuses — the language Encompass actually uses.
Zapier
Lodestone
No guessing what a webhook payload means. No manual mapping every time Encompass adds a field.
Fewer broken automations after every Encompass update. We track the LOS so you don't have to.
Real Encompass support. From people who can tell a virtual field from a custom field without Googling.
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.
Standard
Flat monthly for shops doing under 500 loans a year. All automations included. Fair-use cap (≈ 5,000 events, 20 active automations) — you'll know if you hit it, and the next tier lifts it.
First ten waitlist signups lock in $99/mo for the first full year. In return: a short kickoff call so we can set up your first two automations together, and a case study at the six-month mark. Otherwise no strings.
We built Lodestone because too many small US mortgage shops still grind on manual work — copy-pasting milestones, hand-building pipeline spreadsheets, retyping the same borrower emails week after week. Encompass already runs the loan. Lodestone runs everything around it.
Questions before you sign up? hello@lodestonelending.com
We speak milestones, virtual fields, conditions — not generic webhooks. Built by people who've shipped Encompass integrations before.
OAuth handshake in five minutes. No SDKs, no IT ticket, no dev environment. If you can log into Encompass, you can set up Lodestone.
AI helps draft. Humans approve anything that touches a borrower. Audit trail on every run. Borrower data never logged in clear text.
Tenant-isolated storage. Never shared, never sold, never used to train a model. You export and delete on request.
Join the waitlist — founding pricing closes once the first ten shops are on board.
Founding-customer pricing closes once the first ten lender shops are on board. A few fields tell us if Lodestone is right for you — and give us the context to be useful when we reach out.
We respond within two weeks.
We've got your details and you're on the founding-customer list. We respond within two weeks — keep an eye on your inbox (and your spam folder, just in case).