Go Shape

Get Started with GO! Coaching + Shape

  • Proven processes that deliver predictable results

  • Easy-to-use CRM with built-in call, text, and email

  • Maximize Realtor relationships with pre-built workflows

  • Close more loans with the #1 sales & marketing automation platform

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Over 100,000 customers served​

4.8/5 ―

from 2,000 reviews

Shape GO Coaching

The best all-in-one mortgage platform for brokers and LOs

Mortgage CRM + POS

Shape is proud to be a trusted partner of GO! Growth Coaching to provide independent mortgage brokers with an easy-to-use platform to take every deal from pre-loan to post-close

LOS Integrations

Connect to your LOS for seamless loan syncing and milestone updates without lifting a finger. You'll automatically be kept up to date, every step of the way

Marketing Automation

Automate personalized communications to borrowers and referral partners at all stages of the loan process with Shape's pre-built template library

Streamline your loan origination process

Keep borrowers, referral partners, agents, and other loan stakeholders up to date as the loan progresses through each milestone​

Shape provides expertly crafted email, text, and video templates based on proven results. Utilize Shape’s integrated communication tools, including a dialer, text and MMS messaging, and seamless email, to streamline your communications with clients.Transform your business and increase loan closings with Shape’s automated follow-up sequences. From holiday greetings to new borrower welcome campaigns and loan updates, Shape provides proven follow-up strategies that you can start with just a click of a button.

Transform your business and increase loan closings with Shape’s automated drip campaign sequences. From holiday greetings to new borrower welcome campaigns and loan updates, Shape provides proven follow-up strategies that you can start with just a click of a button.

Save 20+ hours monthly and close deals 50% faster with Shape’s secure borrower portal. Our point of sale platform streamlines the collection of 1003 applications and needs list documents in a user-friendly way.

Shape allows you to track user performance, marketing and campaign insights, create custom reports, and gain valuable analytics insights to make data-driven decisions.

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Industry leading mortgage marketing suite

Shape AI makes your work easier

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

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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.

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Start closing more loans in a matter of minutes!

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!

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Integrate with thousands of your favorite apps

Trusted and loved by 100,000 users and growing

4.8/5 ―

from 2,000 reviews

What our customers say

"Most Loan Officers forget they are "People Officers" first. Loans are just a byproduct of the number of people who know, like, and trust us. For the Modern Loan Advisor, selecting the right CRM is step one in embracing a modern tech stack. Shape CRM is a visual delight, offering excellent customer service and full customization options. The best CRM is the one you use, and Shape is the one you'll use every day to build strong client relationships and ensure your success as a Loan Advisor."

Amir S. Founder of GO! Coaching

Get started with GO! Coaching + Shape today

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Get in Touch

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

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