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?

Get Shape's Portal

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!

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!

Ready to add the Shape Portal to your Mortgage CRM?

Learn More

Related articles

  • See All Articles >