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:
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Secure Customer Portal
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Document Hub
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File Request and Task Management
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Milestone and Status Updates
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Marketing Automation Tools
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Appointment Manager
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In-App Chat and Instant Messaging
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Click-to-Call Dialing
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Text Messaging
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Task Scheduling, Automation and Activity Logs
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Analytic Reporting
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Customizations and API
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E-signature