Join 21,000 users powered by Shape
Shape Mortgage CRM is proud to be a trusted partner of Brokers are Better to provide independent mortgage brokers with an easy-to-use platform to take every deal from pre-loan to post-close. Your AIME membership gets new Shape customers 20% off Shape implementation and setup fees, so you’re ready to hit the ground running from day one.
A high-quality mortgage CRM software is essential for loan officers and their teams. Shape mortgage CRM is an industry-leading cloud-based origination software that maintains leads, prospects, borrowers, referral partners, and other contacts all in one place.
Shape’s best practices content library, created by mortgage marketing experts, is simple to turn on and customize to your needs. Start engaging your customers from new lead to post-close today.
Expedite the loan process and take customers through an easy-to-use survey-style questionnaire, collecting all necessary information and documentation — accessible from any device!
Automatically sync your loan data from your Loan Origination Software (LOS) with Shape to substantially increase the loan process’ efficiency from start to finish. Shape integrates with the most popular LOS systems quickly and effortlessly.
Shape helps simplify your lending process by using mortgage-specific sales and marketing automation to achieve incredible speed to contact and conversions. Focus on the right prospects at the right time and start achieving more.
Changing templates will take time and may require an implementation fee
