Shape Software + Floify = The Ultimate Mortgage POS and Automation Workflow!

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 directly integrates with digital Point of Sale (POS) and mortgage automation solution Floify!

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With the Shape+Floify integration, loan originators who use Floify to automate their mortgage processes and Shape to manage their lead & customer database, can now seamlessly access Floify’s secure document management system directly within Shape to maintain all important borrower documentation and correspondence in a single location. 

To celebrate the launch of this integration, new clients that sign up with Shape before August 31st will receive one free month of Floify.

Once you integrate Floify within Shape, originators can:

  • Create new leads from Floify with a corresponding Floify loan flow.

  • Synchronize uploaded documentation from Floify into a linked Shape contact record.

  • View all communication with a contact from both Floify and Shape in Shape's contact log.

  • Trigger Shape notifications when a milestone is checked-off within a Floify loan flow.

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

Ready to add Floify to your Shape account?

Read our step-by-step guide to setting up this integration here


About Shape Software

Shape Software is the only sales, marketing, and CRM automation tool designed for lenders as an end-to-end solution to take your team from pre-loan through post-close. 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!

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About Floify

Floify is a digital mortgage automation and point-of-sale solution that streamlines the loan origination process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Lenders use Floify to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. For more information, visit the company's website at floify.com or on social media at Facebook, LinkedIn, or Twitter.

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Ready to add Floify to your Shape account?

Read our step-by-step guide to setting up this integration here