Team Collaboration in Shape
Getting Started
Show users how to manage their day and stay organized in Shape.
Team Collaboration in Shape
Shape’s mortgage platform is built to support team-based workflows, allowing multiple users to collaborate seamlessly within the same loan file. Different team members can manage different parts of the transaction while staying aligned and accountable throughout the process.
Role-Based Views and Department Workflows
Shape adapts the interface based on a user’s role, ensuring each team member sees what’s most relevant to their responsibilities.
- Loan Officers and LOAs can have different tab layouts
- Departments can use customized prioritized views
- Each role focuses on the tasks and records that matter most
This reduces clutter and keeps teams efficient.
Notes and Task Mentions
You can collaborate directly inside records using notes and tasks with at-mentions.
- Mentioning a user notifies them instantly
- Mentions can be added in notes or tasks
- Notifications are sent via email
This keeps communication centralized and tied to the record.
Department-Specific Checklists
Checklists help standardize workflows while maintaining visibility across teams.
- Different checklists can exist for Loan Officers and LOAs
- Each checklist tracks who completed each item and when
- Items can trigger automations when checked
Checklists ensure accountability while reducing manual follow-ups.
Automating Tasks with Drip Campaigns
Tasks can be automatically created based on where a borrower is in the process.
- Drip campaigns can start based on status changes
- Tasks can be assigned over time
- Assignments can go to one user, multiple users, or specific departments
This ensures the right actions happen at the right time without manual effort.
Collaborating Inside Tasks
Tasks allow for real-time collaboration between team members.
- Users can mention teammates inside task descriptions
- Tasks automatically appear for all assigned users
- Both board view and list view are available
This keeps work visible and coordinated across the team.
Prioritized Views and Task Visibility
In addition to tasks, prioritized views help teams focus on the right records.
- Views surface contacts needing attention
- Filters align with department responsibilities
- Teams always know where to focus next
Why This Matters
Strong collaboration is critical in mortgage workflows. Shape provides role-based views, shared tasks, automation, and real-time communication so teams can work together efficiently without relying on external tools or manual coordination.
