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.
Personalizing the Shape Pre-Approval Letter Want to adjust the design and/or verbiage of the pre-approval letter being sent from Shape? You have the ability to edit the pre-approval letter that is sent out through your customer portal. Go to Settings>Editable Documents You can do this by going to your Settings > Editable Documents. You will […]
Shape Data Center is a linked external database that keeps large datasets searchable from Shape without placing every record into your active CRM pipeline. It is especially useful for mailer data, prospecting lists, past customer data, and other large datasets where many records may not have complete phone or email information. When someone responds, users […]
Shape makes it easy to export CRM data into a CSV file for reporting, analysis, reconciliation, audits, data management, or other business needs. Exports are built around your Shape list views. You choose the audience using filters and select the columns containing the information you want to include. This gives you control over both which […]
Automatic Lending Tree Lead Posting in Shape Software With the Lending Tree–Shape integration, mortgage users who are using Shape to automate their processes and to manage their lead & customer database, can seamlessly get Lending Tree leads directly into Shape. Once you have communicated your desire to send leads to Shape and received confirmation and […]
What is Encompass? Encompass Loan Origination System (LOS) is a robust mortgage origination platform developed by Ellie Mae, a leading provider of technology solutions for the mortgage industry. Designed to streamline and automate the loan origination process, Encompass LOS empowers lenders to efficiently manage and process mortgage applications from start to finish. Encompass LOS offers […]
Importing your FNM 3.2 and MISMO 3.4 Files Directly into Shape Shape Software supports the import of Fannie Mae 3.2 and MISMO 3.4 files that have been exported from a third party Loan Origination System (LOS) or similar software platform. Choose where you’d like the record to import to and then drag and drop or […]
With the BombBomb–Shape integration, Shape users can seamlessly add videos to email and SMS messages directly from within Shape. This integration will provide a more personalized and face-to-face experience when connecting with clients. With the use of this integration you are able to create and build relationships with the click of a button. Integration Capabilities: […]
Resetting your Password If you forget your password, it’s easy to change from the login screen. Just hit the “Forgot Password” link and follow the steps to resetting your password. The forgot password link will take you to another screen that will ask for your username/email address. Type in your username/password and press “Recover Password.” […]
Setting up your User Profile There are 5 tabs to configure in the user profile settings. Each user must configure their user profile settings. Personal Information Tab Update your Contact Information Enter in basic profile and contact information for yourself, your team, and any location and licensing information as needed. Upload your profile picture Your […]
Managing User Notification Settings in your User Profile Shape Software CRM includes a set of default notification preferences that each user can receive. This guide covers how to adjust the default notification settings by by changing preferences in the user profile page. These changes in each user profile are unique to each user, they are […]
What are Editable Documents in Shape? Editable documents are a way to send semi-templated letters and documents that you are able to edit within the workflow on-the-fly before sending to customers. The templates created here will auto-populate in the contacts workflow and users will be able to add and edit the template similar to using […]
Loan originators who are using Shape to automate their mortgage processes and to manage their lead & customer database, can create new loans into their Calyx Point LOS system via a 3.4 export from Shape, maintaining all important borrower information and correspondence in a single location. Integration Capabilities 3.2 FNM File export and import capabilities […]
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.