Getting Started

Block Inbound Calls

Your Shape system empowers you to proactively block unwanted inbound calls & texts from specific numbers, offering a robust solution to stop unsolicited communication.

16 Best CRM for Small Business Options in 2024

CRMs are now ubiquitous for businesses across all industries with up to 91% using a CRM to grow and maintain their operations.

Your Guide to the Top 10 Mortgage Coaching Programs

The mortgage industry is not for lazy performers. In fact, loan originators often work harder than anyone else to achieve their goals. But to become...

7 Reasons Email Marketing Is Better Than Direct Mail Marketing

Why choose email marketing over direct mail? There are different ways to send promotional material to your business's audience. You can use email marketing...

11 Things the Best Mortgage Websites Have to Close More Loans

What makes the best mortgage website? The best mortgage websites all boil down to one question: which one helps you close more loans. We’ve...

DNC Scrub API Integration

The ShapeCRM and DNCscrub.com API integration ensures compliance with Do Not Call (DNC) regulations. Intended to verify phone numbers validity, etc..

5 Mortgage Experts Discuss How to Grow your Mortgage Business in 2024

In this article, we asked 5 of the top experts in the real estate and mortgage industry the following three questions and this article...

How to Choose and Implement the Right DMARC Policy: Understanding the 3 Types

In this post, we’ll provide a comprehensive guide on DMARC policies, including what they are, how to set them up, the different types of...

6 Ways AI-powered Lead Scoring Improves Sales

AI-powered lead scoring can help improve lead conversions by using machine learning algorithms to analyze and prioritize leads based on their likelihood of converting...

Simple Nexus + Shape Software API Integration

Integrate & enhance your lead management process by automatically creating new leads in Shape whenever a borrower signs up to initiate a loan application...

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