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.
Benefits of Shape’s Customer Portal
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!
Close more deals than ever before with Shape’s intelligent lead distribution and scoring features, build and send secure online documents in a click, manage and assign tasks to your team, get a complete suite of sales pipeline and marketing automation features like drip emails, newsletters, and SMS, generate custom reporting on any metric imaginable, and so much more. Try Shape free for 14 days and experience the difference!