Integrate with thousands of your favorite apps

Automate your outreach, admissions & applications process to increase enrollment and improve retention.
Increase applications, maximize enrollment, and power admissions with the full suite of Shape automation and marketing features.
Manage thousands of prospects with our enterprise lead distribution and management suite and power admissions with our online portal.
Student success, or retention, can be predicted by five factors: expectation, advice, support, involvement, and learning. Support your in-person retention strategies with automation that identifies trends and enables early alerts so the right departments can intervene to maximize retention.
Identify higher-risk students and cohorts, track progress, and communicate with them on a variety of channels to assist them through completion of their education process.
Integrate with your Student Information System (SIS) to automate the complexities of enrollment and retention with the management of students from initial prospect to graduate degree placement.
Want to see if we work with a specific platform or provider? Contact us to speak with a Higher Education Specialist today.
Create a brandable student-facing interface to securely collect applications and sensitive documents.
Automate follow-up with premade pull-through campaigns purpose-built to increase conversions.
Accept, filter, and respond to thousands of applications with our easy-to-use application management solution. Communicate with your campus recruiters by leaving notes and comments on any individual student.
Use paperless applications, e-signatures, and mobile-optimized applications to generate higher application volume, and use automated triggers to outreach and pull-thru more applications.
Choose from over 50 pre-built reports or customize your own to provide transparency on everything from marketing campaigns, and enrollment data, to e-mails/texts sent/received or phone calls made.
Gather insights on student engagement, enrollment trends, and outreach efforts right from your Shape dashboard or build a custom report tailored to your needs.
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.
Lead Score
Conversion Rate
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
Changing templates will take time and may require a template change fee.
Not sure what to choose? Contact us.