Integrate with thousands of your favorite apps
Automate your sales & marketing, streamline installations, simplify financing, and close more solar deals.
Maximize your mortgage marketing efforts with our purpose-built suite. Generate more leads, close more loans and enhance customer engagement from application to post-close.
Leverage our pre-built email, text, video and campaign templates, co-brand with realtors and referral partners and send newsletters at ease.
Use Shape's brandable borrower portal to provide a professional customer experience. Get more applications, provide a secure platform for customers to gather information, upload sensitive documents, and close more loans.
Deploy Shape’s e-mail and text automation to send reminders to your borrowers to complete their application and let the software do the tedious follow-up required to optimize your pipeline.
Seamlessly sync and share data between your Loan Origination System (LOS) and Shape. Reduce manual data entry and mitigate the common struggles of loan officers including duplicates, missing requirements, or errors in data.
We API with your LOS to dynamically update contact information, loan applications, loan statuses, documents, and any other relevant information.
Send beautiful co-branded e-mails, flyers, and landing pages with your realtors and partners. Create transparency for your partners through pipeline views, automated notifications, and increase opportunities through engagement and collaboration.
Provide a professional co-branded borrower portal and leverage Shape's many partner and referral management features to maximize the ROI of your closed loans.
Shape's task management kanban or list view makes it easy to work through your task list. Turbocharge your efficiency and collaborate with team members to make working your daily tasks a breeze.
Seamlessly sync your Google and Outlook calendars to Shape to make managing your events even easier. Manage your team on one shared calendar and automate scheduling.
Simplify your loan officers' days by taking the guesswork out of what the best sales opportunities are to contact. Work smarter by automating your sales pipeline and creating the best closing opportunities among your leads.
Set your team up for success with Shape's ready-made views, or create your own customized views. Stop using dated workflows and get automated.
The best marketing suite in the solar industry to generate more leads, appointments, and closed deals.
Choose from over 1,000 pre-built, best-in-class solar templates for your e-mail, text, and video marketing or send direct mailer flyers to help generate more solar business today.
Easily sync your Google and Outlook calendar with Shape’s one-click connect. Use a company-shared calendar to provide transparency and improve team collaboration.
Seamlessly manage your events and automate scheduling to turbocharge your team’s efficiency.
Provide a branded portal experience for your clients to finalize applications, upload documents securely, and apply for financing all from one place.
Display energy savings and customize question tiles to increase your solar conversions.
Use Shape’s solar proposal tool or integrate with one of yours, to send beautifully designed solar proposals to your clients all while you’re right on the phone with them.
Deploy Shape’s automation to send follow-up e-mail and text campaigns to increase proposal conversions leading to increased closed deal volumes.
Use Shape’s integrated esign to digitize contract signing without the bloated cost and maintenance of a third party.
You can now text contracts so customers can easily sign them on their smart phones in real-time.
Referral tracking is a breeze with Shape. Create transparency for your partners through pipeline views, automated notifications, and increase opportunities through engagement and collaboration.
Deploy co-branded marketing efforts with partners and vendors to create a unique customer experience.
Increase team efficiency through collaboration, reduce office calls, and manage your solar projects better with Shape’s built-in project management features.
Visually display projects in list or kanban views, manage estimates, and optimize your solar project management with Shape.
Integrated dialer, phone numbers, local presence, IVR, voice mail, call monitoring, quick fire connect, call scripts, call recording, and much more
Complete texting platform to message and market your customers. Use our proven pre-built text marketing campaigns to convert more deals
Get results with Shape's automated sending servers. Leverage our pre-built email drip campaigns and keep client conversations organized with our email inbox
Revolutionize your customer relationships with Shape's built-in artificial intelligence.
We use powerful AI servers to score your leads by your ideal customer profile. Leverage AI to bring the best sales opportunities to your team.
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Use Shape's mobile app to take your work on the go with you. Download the mobile app in the App Store or Google Play.
Click the "Get Started" button, pick our turn key mortgage template, and sign up. Your login credentials and full access to your Shape system will be unlocked immediately.
We do the heavy lifting! Our support team will set up a comprehensive webinar to fully train your team, import your data, and help configure your system.
Unlock the power Shape to automate your sales & marketing. Deploy proven to convert mortgage marketing materials and leverage 500+ powerful features to generate more leads and close more loans!
Pegah S. Technology Partnerships Manager
Source: Shape G2 reviews
