The best all-in-one debt settlement platform

Automate your sales & marketing, manage consolidation & settlement payments, and close more debt deals.

Over 100,000 customers served

Everything your debt business needs

Debt Settlement

Access preloaded creditors, settlement forecasting, and flexible fee calculators to optimize your debt settlement business.

Run credit directly from Shape or integrate with your favorite credit report provider and access debt reports to close more deals.

Debt Consolidation

Use Shape’s debt and finance integrations or the document suite to assist with debt consolidation. Manage affiliates, build personal financial statements, and provide instant cost estimates right from your Shape debt platform.

Credit Repair

Credit report integrations, soft pulls, dispute letters, and cycle management can all be performed with Shape.

Customized workflows and challenges/actions are easy with Shape’s enterprise level debt and credit software solution.


Trust account integrations, payment gateway integrations, and ACH/credit card/eCheck payments can all be managed with Shape.

Enroll clients and accept payment schedules tailored to your client needs or run one-time payments with our powerful payment tools.

Manage Documents

Produce letters, forms, contracts and other documents with just a click. Streamline document management and storage and sync with your back-end processing with the only truly all-in-one debt platform.

Customer Portal

Use Shapes Customer Portal to stand out from your competitors with a brandable customer-facing interface.

Allow customers to securely input intake information and upload sensitive documents.

Integrated cloud-based calling, texting, & email.

  • Complete Phone System

    Integrated dialer, phone numbers, local presence, IVR, voice mail, call monitoring, quick fire connect, call scripts, call recording, and much more

  • Text and MMS

    Complete texting platform to message and market your customers. Use our proven pre-built text marketing campaigns to convert more deals

  • Email Sending Servers

    Get results with Shape's automated sending servers. Leverage our pre-built email drip campaigns and keep client conversations organized with our email inbox

Industry leading debt marketing suite

Shape AI makes your work easier

Revolutionize your customer relationships with Shape's built-in artificial intelligence.

Shape IQ lead-scoring with AI is the future

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.


Lead Score


Conversion Rate

Use Shape on the go with our mobile app

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.

Convert 60% more with Lead Engine

Let the Shape team build your landing page, relieving you of the daunting task of choosing the right tool and avoiding months of designing only to find the solution and integration with your tech stack falls short. With our customizable template options, we’ve got you covered.​

Customize your user experience through inbound call routes, seamless appointment booking, and interactive lead funnels for lead qualification. Enjoy the freedom to choose your preferred service methods, guaranteeing personalized experiences and optimal results for you and your customers.​

Streamline your scheduling process with integrated calendar automation. Say goodbye to endless back-and-forth emails when trying to find the perfect time to connect. Experience the convenience of efficient scheduling and unlock more high-value meetings.​

Lead funnels revolutionize lead qualification with interactive, quiz-style forms that effortlessly captivate prospects and encourage meaningful connections. Engineered using Conversion Rate Optimization (CRO) principles, these forms consistently deliver 3x more qualified leads compared to conventional contact forms.​

Integrate with thousands of your favorite apps

Start using Shape in 3 simple steps!

1. Sign Up

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.

2. Seamless Onboarding

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.

3. Start Closing

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!

Trusted and loved by 100,000 users and growing

4.8/5 ―

from 2,000 reviews

What our customers say

"Most useful CRM I've ever used. It was easy to learn, everything was very intuitive and the user experience was sleek."

Pegah S. Technology Partnerships Manager

Source: Shape G2 reviews

Get started with Shape today

Get in Touch

Our team of experts are here to help! Call our sales line at (888) 762-7211


Contact Sales