Getting Started

Track Multiple Mortgage Loans

Back to Courses Tracking Multiple Loan Transactions for a Single Borrower in Shape Daily Workflow Basics Show users how to manage their day and...

Export Loans to Your LOS

Back to Courses Creating a Contact and Syncing to Your LOS in Shape Daily Workflow Basics Show users how to manage their day and...

Realtor Partner Portal Guide

Back to Courses How Shape’s Referral Partner Portal Works With Your CRM Contact Management Understand how to track, update, and work every contact and...

Referral Partner Management

Back to Courses Tracking and Managing Referral Partners in Shape Contact Management Understand how to track, update, and work every contact and file. 60%...

Link Referral Partners and Providers

Back to Courses Linking Referral Partners and Key Service Providers in Shape Mortgage Software Contact Management Understand how to track, update, and work every...

Update Contact Relationship Types

Back to Courses Converting Contact Types in Shape’s Mortgage Template Contact Management Understand how to track, update, and work every contact and file. 26%...

Contact Types and Priority Views

Back to Courses Understanding Contact Types, Departments, and Prioritized Views in Shape Contact Management Understand how to track, update, and work every contact and...

Dashboards and Reporting Overview

Back to Courses Understanding How Shape Organizes and Displays Your Data Getting Started Show users how to manage their day and stay organized in...

Daily Workflow Basics

Back to Courses Getting Started with your Daily Workflow Getting Started Show users how to manage their day and stay organized in Shape. 11%...

7 Essential Tips for Mortgage Lead Conversion Success

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