Getting Started

ShapeAI Call Transcription & Analytics

ShapeAI’s Call Transcription and Analytics are enterprise-level solutions designed to meet the complex needs of large organizations.

Troubleshoot Call Forwarding Issues

If you're experiencing issues with call forwarding when dialing through Shape software, this guide contains helpful troubleshooting tips to ensure settings on your device...

Shape Credit Reporting Guide

Utilize Shape's Soft Credit Pull feature. Once the soft credit pull is enabled, pulling the credit report from within a record is super easy....

Notes in Shape Software

Taking notes in Shape is very straightforward and can be done from multiple locations in the system. This ensures you are able to leave...

Gathering TCPA and First Party Consent

Starting in 2025, new TCPA consent and FCC policies will bring significant changes, particularly targeting lead generation practices and enhancing consumer protections.

Top 6 Best Marketing CRMs for 2024

Performance Tips

To start, we highly recommend using Google Chrome as your browser for Shape Software. Chrome supports the latest JavaScript updates and is where we...

Domain Authentication and Email Tips – Shape Software

By following these best practices for list management, email authentication, and content optimization, you can improve your email deliverability, engagement, and overall effectiveness of...

How to Be a Successful Loan Officer – 9 Tips – Shape Software

Elevate your career with new MLO tips for success in the mortgage industry. Find 9 essential tips to become the best loan officer.

12 Most Effective Loan Officer Marketing Ideas For 2024

Elevate your loan officer marketing strategy with our top 12 ideas for 2024. Explore our blog for effective loan officer marketing ideas.

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