Getting Started

Discover the Top 7 Mortgage Pricing Engines of 2025

Guide to Shape’s Lead Funnel & Conversion Reports

Table of Contents Support Guide Guide to Shape’s Lead Funnel & Conversion Reports Tracking your lead flow and conversion performance shouldn’t require exporting...

Stop Spam Flags From Hurting Your Business: Shape’s Spam Remediation

Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone...

How to Integrate LoanSifter with Shape CRM for Real-Time Mortgage Pricing

Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone...

How to Maintain Corporate Compliance Across Multiple Locations While Enabling Local Flexibility

Find the top 17 best mortgage lead generation companies for 2024. Explore our blog for the latest insights and recommendations.

Top 17 Best Mortgage Lead Generation Companies for 2025

Find the top 17 best mortgage lead generation companies for 2024. Explore our blog for the latest insights and recommendations.

Tasks in Shape Software

Shape comes out of the box with a fully built in Task Manager and tools to manage day to day tasks for you and...

How to Balance Cost with Functionality When Evaluating CRMs

Choosing the right Customer Relationship Management (CRM) software is a critical decision for any business, especially when you're trying to balance cost...

Is a Complicated UI Leaving You Frustrated with Your CRM?

As businesses continue to rely on Customer Relationship Management (CRM) systems to streamline their sales, marketing, and customer service efforts, the importance of an...

Is a Lack of Integration Options Leaving You Frustrated with Your CRM?

Looking for the easiest CRM to use? Check out our guide to the top 6 most simple CRMs that offer basic and easy-to-use solutions.

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