Increase productivity by 41% by automating your sales and marketing. Purpose built and proven to close more loans!
Access thousands of data-driven, pre-made templates designed to close loans faster, with powerful sequences for every step of the loan process. From bulk and video messaging to emojis and GIFs, our tools help you engage clients and close more loans effortlessly.
Supercharge your lead management with QuickFire speed-to-contact, connecting borrowers to loan officers in seconds. Our AI lead scoring and prioritization rules bump top prospects to the front of the line, while state-based routing ensures compliance. Plus, our multi-object database allows LOAs and processors to collaborate effortlessly with LOs on client files, driving faster and more efficient loan closings.
Boost conversions with CRO-optimized landing pages, leveraging heat maps, A/B testing, and more to ensure maximum lead capture. Our survey-style lead funnels gather crucial qualifying details, and built-in scheduling tools automatically book appointments, all seamlessly integrated with your Shape Mortgage CRM.
Optimize your mortgage process with our all-in-one borrower portal, built to collect digital 1003 applications and loan documents seamlessly converted to MISMO 3.4 and PDF. Automatically synced with your LOS solution, it eliminates the need for multiple logins or tabs, streamlining your workflow for maximum efficiency.
Strengthen your B2B relationships with integrated referral partner tracking, co-branding, and templated checklists. Easily identify top referrers, use advanced prioritization rules to follow up on key partnerships, and automate workflows with marketing journeys to nurture relationships. Maximize your business potential and ensure partnerships continue to thrive.
Leverage our native LOS integrations with Encompass, LendingPad, and LendingDox for seamless loan management, with automatic updates on assignments, transaction data, and milestones. Stay on top of every stage with automated follow-ups to borrowers, referral partners, agents, and transaction coordinators, keeping everyone informed and eliminating manual efforts.
Stay on target with our task management solution, enabling you to create one-off or templated tasks with scheduled cadences and checklists for efficient organization. Our calendar syncs one-way or bi-directionally with Google or Outlook, ensuring seamless integration with your email calendar.
Boost lead engagement with our integrated phone system, designed to seamlessly track all inbound and outbound calls. Maximize productivity with features like inbound call routing, local presence dialing, and QuickFire call distribution. Take your sales to the next level with a user-friendly communication system that tracks call attempts, monitors last call activity, and delivers AI-powered call scoring for compliance.
Our built-in texting solution enables seamless bi-directional communication, allowing you to send SMS and MMS blasts, schedule automated messages, and engage borrowers and referral partners in long-term marketing journeys. With real-time conversations, a dedicated texting inbox, conversational views, and detailed reporting, you can streamline communication, boost engagement, and track results—all from one powerful platform.
Our built-in email tools enable you to send authenticated emails through compliant SMTP servers, ensuring secure and reliable delivery. Easily send email blasts, automate follow-ups, and personalize messages with customizable templates. Track click-throughs, open rates, and manage a shared inbox, while utilizing newsletter features to enhance engagement and effortlessly monitor campaign success.
Maximize lead conversions with Lead Engine’s CRO-optimized landing pages, lead funnels, scheduling pages, and decision trees, nurturing prospects throughout the loan process.
Take your work on the go with Shape's mobile app. Add and manage contacts, send texts, track activity, write notes, and more, all from your mobile device.
Seamlessly connect your tools and automate workflows to streamline your processes.
Click "Get Started" and select our best-practices mortgage template to instantly unlock your login and gain full access to Shape’s powerful Mortgage CRM and marketing suite.
Sit back while we handle the heavy lifting! Join our live training webinars, and let our award-winning support team take care of your data import and system setup.
Automate your mortgage sales and marketing with proven follow-up workflows, and leverage over 500 features to generate more leads and close more loans!
