Encompass already runs the loan. Lodestone runs everything around it — so your team stops copy-pasting milestones, rebuilding pipeline sheets, and retyping borrower emails. Here's the work it takes off your plate.
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.
Join the waitlist — founding pricing closes once the first ten shops are on board.