Loan officers and mortgage teams looking to simplify and supercharge their end-to-end workflows have a new combo in their toolkit — Shape Software now offers a digital Point of Sale (POS) and mortgage automation solution.

With the Shape Customer Portal, loan originators can automate their mortgage processes and manage their lead & customer database while offering a secure document management system directly within Shape to maintain all important borrower documentation and correspondence in a single location.

Ready to add the Shape Borrower Digital 1003 Portal to your account?

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Benefits of Shape’s Customer Portal

  • Create new leads from loan applications

  • Get online 1003 applications

  • Provide a secure customer portal to borrowers

  • Synchronize uploaded documentation

  • View all communication

  • Trigger Shape notifications when loan milestones are reached

No more tabbing between systems, no more manual data entry and exporting – the Shape Portal is going to be a game changer for not just your clients but your lending teams, too!

Ready to add the Shape Portal to your Mortgage CRM?

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