Senior Project Manager, Shape Software
Dani Dunn leads enterprise client management at Shape Software, where her team supports some of the platform's largest customers. She has been with Shape for over a decade, giving her deep hands-on expertise in CRM implementation and workflows.
Learn how to configure inbound call routing in Shape Software, including call flows, routing rules, greetings, voicemail, IVR, lead assignment, AI answering, and best practices. Designing Inbound Call Flows in Shape Software Inbound Call Routing controls what happens from the moment someone calls one of your Shape phone numbers. Whether you’re routing callers directly to […]
Learn how Local Presence automatically selects the best available local caller ID for outbound calls and text messages to improve answer rates, customer recognition, and engagement. Local Presence Local Presence automatically selects the best available phone number for outbound calls and text messages based on your customer’s location. Instead of always displaying the same caller […]
Learn how to upload, manage, and assign inbound voicemail greetings in Shape Software so callers hear the appropriate message when a call isn’t answered. Inbound Voicemail Recordings Inbound Voicemail Recordings are the voicemail greetings callers hear when an inbound call reaches voicemail. These greetings reassure callers that they’ve reached the correct business or person and […]
Learn how to create, organize, search, and collaborate using Notes in Shape, including note types, voice dictation, mentions, attachments, and reporting. Notes Notes provide a centralized place to document customer interactions, internal updates, follow-up information, and important business details throughout Shape. Every note becomes part of the record’s history, making it easy for your team […]
Learn how to use Shape’s Mortgage Borrower Portal to securely collect applications, upload documents, complete electronic signatures, track loan progress, and collaborate with borrowers and referral partners. Mortgage Borrower Portal The Shape Mortgage Borrower Portal (also referred to as the Point of Sale (POS)) provides borrowers with a secure, self-service experience throughout the mortgage process. […]
Spam and robocalls have become an increasingly significant problem in the US, leading to consumers losing trust in businesses. STIR/SHAKEN is a set of protocols designed for businesses to gain back this trust by authenticating the businesses making calls and the caller ID used in them. STIR/SHAKEN stands for the Secure Telephone Identity Revisited (STIR) […]
Assigning Records Manually There are multiple ways to assign users to records in Shape Software. In Shape, multiple users can be assigned to records as long as the users are within different departments. Here’s a few ways to assign records within Shape: Manual one-by-one user assignment Manual bulk assignment Record Pool user “claim” assignment method […]
With the Mailchimp–Shape integration, Shape users can seamlessly add to Mailchimp audiences directly within Shape. This integration means that all important record contact information now can be added to Mailchimp Audiences at the right moment via automated drip campaign steps, manually one-by-one, or in a bulk action and you can reach more with beautifully-designed Mailchimp […]
Shape’s webhooks for files with the Google Drive cloud storage platform allows originators and their teams to seamlessly connect their Google Drive account to Shape. Once integrated, uploaded borrower documents can be synchronized to a file folder within the connected Google Drive storage system. When a user presses the blue “send” icon within the portal […]
In today’s mortgage market, speed and accuracy matter more than ever. The integration between Shape CRM and LoanSifter by Optimal Blue gives loan officers and brokers the ability to pull live, borrower-specific pricing directly into their CRM—without the delays or manual work of switching between systems. This guide explains what LoanSifter is, how it connects […]
Are you generating real estate/mortgage leads that you would like automatically synced into your Homebot App? Learn how to use Shape Outbound Webhooks to Homebot app via a Zapier integration. Integration Capabilities Send contact information from Shape to HomeBot upon a status trigger within Shape Here’s What You’ll Need: A Shape Software Account with Administrator […]
A call queue allows you to call down a list of records, back-to-back, in order. You can use a call queue with regular list pages, filtered list pages, or prioritized list views. It is recommended to organize your columns to have your status column in your view to be able to easily status the record […]
Shape gives sales and marketing teams one place to capture leads, automate follow-up, and close more deals. Book a walkthrough and we’ll show you how it maps to the way your team already works.