Adapt, Attract, Convert – Shape’s Mortgage POS - Shape Software - Automate your business!

Adapt, Attract, Convert – Shape’s Mortgage POS

Loan officers and mortgage teams looking to simplify and supercharge their end-to-end workflows in this new digital mortgage era have a powerful combo in their toolkit—Shape Software (CRM) with it’s digital Point of Sale (POS)!


The same great portal used and loved by thousands of users in our other verticals, now available in mortgage!

Now, more than ever, lending teams need adaptive and efficient tech that improves their workflow and simplifies the day-to-day admin. Borrowers are wading through historic changes in both the economy and market, and you need tools that can help you nurture prospects on the fence and keep relationships going with existing clients.

Shape CRM + Customer Portal does this and so much more. 

With this powerful combo in your tech stack you can eliminate countless other costly software tools and instead rely on an industry leader to simplify your origination and mortgage processes in this new landscape where speed and building relationships is key!


Meet Your New Workflow…

With the Shape Software Customer Portal addition, you’ll get access to the ultimate mortgage POS and CRM automation workflow all in one solution. Using this best-in-class combo, loan originators can now seamlessly offer a secure document management system directly within Shape to maintain all important borrower documentation and correspondence in a single location.

No more tabbing between systems, no more manual data entry and exporting—just a simple, compliant, and easy process every single time. In a world where everyday seems unpredictable, rely on Shape to consistently deliver an amazing experience for you and your clients.

Other Benefits Include:

  • Secure Customer Portal

  • Document Hub

  • File Request and Task Management

  •  Milestone and Status Updates

  • Marketing Automation Tools

  • Appointment Manager

  • In-App Chat and Instant Messaging

  • Click-to-Call Dialing

  • Text Messaging

  • Task Scheduling, Automation and Activity Logs

  • Analytic Reporting

  • Customizations and API

  • E-signature