Learn how to search, filter, import, and recruit Loan Officers, Real Estate Agents, mortgage companies, builders, and other professionals using Shape’s built-in Recruiting Database.
Shape Recruiting Database
The Shape Recruiting Database provides access to an extensive database of industry professionals, making it easy to identify, recruit, and build relationships with high-value prospects directly from within Shape.
Rather than purchasing separate recruiting software, Shape combines production data, contact information, CRM automation, and marketing tools into a single workflow.
The Recruiting Database is commonly used by mortgage companies, insurance agencies, and recruiting teams, but it is available across all Shape templates and can be adapted for many business development workflows.
What Can You Search?
The Recruiting Database includes production and contact information for a variety of professionals and organizations.
Available datasets include:
- Loan Officers
- Real Estate Agents
- Real Estate Brokerages
- Mortgage Companies
- Home Builders
For supported industries, production metrics include approximately the last 12 months of available production data, helping organizations identify active producers and growth opportunities.
Accessing the Shape Recruiting Database
If your subscription includes Shape Complete, you can access the Shape Recruiting Database directly from the main navigation bar.
To open the Recruiting Database:
From there, you can search for Loan Officers, Real Estate Agents, mortgage companies, brokerages, builders, and other professionals using advanced search filters and production data. You can then import records directly into Shape, export eligible records, or immediately begin recruiting and referral partner outreach.
Common Use Cases
Organizations use the Recruiting Database in many different ways.
Mortgage Companies
Mortgage organizations commonly use the database to:
- Recruit Loan Officers
- Identify producing branch managers
- Recruit entire mortgage teams
- Build relationships with Real Estate Agents
- Expand referral partner networks
Insurance Agencies
Insurance organizations often use the Recruiting Database to:
- Recruit insurance producers
- Build referral relationships with Loan Officers
- Connect with Real Estate Agents
- Expand local business development efforts
Business Development
Many organizations also use the Recruiting Database to:
- Research markets
- Identify top producers
- Build prospecting lists
- Support recruiting campaigns
- Generate new business opportunities
Searching the Recruiting Database
The Recruiting Database provides powerful search and filtering tools to help you identify the right prospects.
Common search filters include:
- Name
- Company
- State
- City
- Organization
- Additional available production filters
These filters make it easy to narrow thousands of records down to the exact audience you’re trying to reach.
Production Data
For supported industries, Shape includes approximately the previous 12 months of production data, helping organizations make more informed recruiting decisions.
Examples of available production insights may include:
- Production volume
- Closed transactions
- Company affiliation
- Licensing information
- Additional industry-specific metrics
Having production data alongside contact information allows recruiting teams to prioritize outreach based on measurable performance rather than simply purchasing contact lists.
Importing Records into Shape
One of the biggest advantages of the Recruiting Database is that prospects can be imported directly into your CRM without manual data entry.
Imports can be performed:
- Individually
- In bulk
During the import process, Shape automatically creates complete CRM records using the expanded data available within the Recruiting Database.
This saves significant time compared to manually creating records.
Expanded Data Imports
Imported records include much more than basic contact information.
Depending on the available dataset, Shape may import information such as:
- Contact information
- Company details
- Production history
- Business information
- Additional recruiting data
- Industry-specific fields
This allows users to begin working the relationship immediately without additional research.
Duplicate Detection
Before creating new records, Shape automatically checks for existing records in your CRM.
If a matching record already exists, Shape can automatically merge the new recruiting data with the existing CRM record, helping keep your database clean while preventing duplicate records.
Launching Outreach Campaigns
Once records have been imported, they can immediately begin moving through your recruiting or referral workflow.
Organizations commonly:
- Assign records to recruiters
- Add prospects to drip campaigns
- Launch recruiting email campaigns
- Begin SMS outreach
- Initiate AI calling campaigns
- Add records to recruiting pipelines
- Trigger automations
This allows recruiting teams to move from identifying a prospect to beginning outreach in just a few clicks.
Daily Export Limits
To help maintain compliance with data licensing requirements, Shape supports exporting:
- Up to 20 Data Contact Records per licensed user, per day
Imports directly into Shape are not subject to these export limitations.
Best Practices
- ✓Use production filters to prioritize top producers.
- ✓Import records directly into Shape instead of manually entering data.
- ✓Allow duplicate detection to prevent creating multiple records for the same contact.
- ✓Launch recruiting campaigns immediately after importing new prospects.
- ✓Use automations, drip campaigns, and bulk actions to maintain consistent follow-up.
- ✓Keep recruiting pipelines organized using statuses and assignments.
Frequently Asked Questions
What information is included in the Recruiting Database?+
The Recruiting Database contains contact information and expanded industry data for Loan Officers, Real Estate Agents, mortgage companies, brokerages, builders, and other supported professionals. For supported industries, production information includes approximately the previous 12 months of available production data.
Who typically uses the Recruiting Database?+
Mortgage companies frequently use it to recruit Loan Officers and build referral relationships with Real Estate Agents. Insurance agencies often use it to recruit producers and develop referral partnerships with Loan Officers and Real Estate Agents. The Recruiting Database is available across all Shape templates and can support many different recruiting and business development workflows.
Can I import records directly into Shape?+
Yes. Records can be imported individually or in bulk, bringing expanded contact and production data directly into your CRM.
Does Shape prevent duplicate records?+
Yes. During import, Shape can automatically detect existing records and merge data into the existing CRM record rather than creating duplicates.
Can I automatically start marketing after importing records?+
Yes. Imported records can immediately enter your existing workflows, including drip campaigns, automations, email marketing, SMS campaigns, calling campaigns, and recruiting pipelines.
How many records can I export?+
Licensed users can export up to 20 Loan Officer and/or Real Estate Agent records per day.
Is this similar to RETR or MMI?+
Yes. The Shape Recruiting Database provides production data and recruiting capabilities similar to dedicated recruiting platforms such as RETR and MMI, with the added advantage of being fully integrated into your CRM. Rather than exporting spreadsheets and manually importing contacts into another system, recruiting teams can search, import, enrich, merge, assign, and immediately begin automated outreach from a single platform. If your organization already uses another recruiting platform, Shape also supports a native RETR integration and can integrate with MMI, allowing you to continue leveraging those data sources while taking advantage of Shape’s CRM, automation, marketing, and recruiting This flexibility allows organizations to choose the recruiting data source that best fits their business while centralizing all recruiting activity within Shape.