Learn how to post array data into Shape’s Insurance template, including multiple drivers, vehicles, properties, coverages, and incidents within a single lead using Shape’s Lead Posting API. Lead Posting Array Data into Shape’s Insurance Template Insurance leads are often much more complex than a traditional contact record. A single customer may have: Multiple drivers Multiple […]
How to Setup QuickFire Connect in your System Shape’s QuickFire Connect alerts users via phone popup to make a call. QuickFire Connect is used primarily in distribution rules, but can also be used to ensure records are followed up within a timely fashion and callback appointments are made on time and never forgotten. When users […]
Facebook makes signing up for information easy for people and more valuable for businesses. The Facebook app is useful for marketers who want to automate actions on their leads in Shape. What You’ll Need: A Facebook Account A Zapier Account: http://zapier.com “Facebook” Marketing Source(s) Created in Shape: https://secure.setshape.com/marketing-sources Setting Up Facebook Triggers Login to Zapier […]
Although Shape supports distribution rules as leads enter the system, some companies may want to distribute their leads prior to entering Shape. Note: Note: To assign leads through post URL, you’ll need to use the user IDs or the user names exactly as they appear in Shape. Acquiring the Field Mappings for your Departments Get […]
What it is, why it matters, and how to set it up in Shape Numan Habib June 8, 2026 What Is Credzu? Credzu helps borrowers improve their credit so they can qualify for a mortgage in the future. This integration connects Shape CRM with Credzu so leads can automatically be invited into the Credzu program. […]
Automated homeowner reports that keep you top of mind year-round. Chloe Larson September 29, 2025 What is Home Report? The Home Report from Highway is a monthly, automated report designed to keep loan officers in front of past clients by delivering real value to homeowners. These branded reports provide personalized updates on home equity, appreciation, […]
Shape Software + Google Maps Shape’s address field are connected with Google Maps for predictive and auto-fill address fields. Additionally, view addresses via Google Maps directly within Shape Software Integration Capabilities Predictive address fields Google maps road, satellite and street view As you start typing in an address within Shape, Google will predict which address […]
Shape CRM integrates directly with leadPops to provide lenders with a seamless workflow that helps double your leads while boosting closing rates. With leadPops you can create engaging and high-converting lead forms that will flow prospect information directly into Shape to help you start working deals—and building great client relationships— instantly. Never miss out on […]
Connect with active buyers on Zillow and Trulia as soon as they begin their home search into your Shape Software system. Immediately follow up through Shape with drip campaigns for speed to contact and nurture throughout the sales process. What You’ll Need: Your Zillow Rep’s Contact Information A Premium Zapier Account: http://zapier.com A “Zillow” Marketing […]
Learn how to connect your Lightspeed Voice account to Shape Software to enable click-to-dial functionality from list pages, records, and other supported areas of the CRM. Lightspeed Voice Click-to-Dial Integration If your organization uses Lightspeed Voice for calling, Shape makes it easy to initiate outbound calls directly from the CRM using your existing Lightspeed Voice […]
With the Mailchimp–Shape integration, Shape users can seamlessly add to Mailchimp audiences directly within Shape. This integration means that all important record contact information now can be added to Mailchimp Audiences at the right moment via automated drip campaign steps, manually one-by-one, or in a bulk action and you can reach more with beautifully-designed Mailchimp […]
Shape’s webhooks for files with the Google Drive cloud storage platform allows originators and their teams to seamlessly connect their Google Drive account to Shape. Once integrated, uploaded borrower documents can be synchronized to a file folder within the connected Google Drive storage system. When a user presses the blue “send” icon within the portal […]
In today’s mortgage market, speed and accuracy matter more than ever. The integration between Shape CRM and LoanSifter by Optimal Blue gives loan officers and brokers the ability to pull live, borrower-specific pricing directly into their CRM—without the delays or manual work of switching between systems. This guide explains what LoanSifter is, how it connects […]
Are you generating real estate/mortgage leads that you would like automatically synced into your Homebot App? Learn how to use Shape Outbound Webhooks to Homebot app via a Zapier integration. Integration Capabilities Send contact information from Shape to HomeBot upon a status trigger within Shape Here’s What You’ll Need: A Shape Software Account with Administrator […]
Shape’s webhooks for files with the Dropbox cloud storage platform allows originators and their teams to seamlessly connect their Dropbox account to Shape. Once integrated, uploaded borrower documents can be synchronized to a file folder within the connected Dropbox storage system. When a user presses the blue “send” icon within the portal tab, you can […]
Shape’s webhooks for files with the Box cloud storage platform allows originators and their teams to seamlessly connect their Box account to Shape. Once integrated, uploaded borrower documents can be synchronized to a file folder within the connected Box storage system. When a user presses the blue “send” icon within the portal tab, you can […]
With the Quickbooks Online–Shape integration, systems using Quickbooks for estimating, invoicing, and recording payments in combination with Shape to manage their lead & customer database can now seamlessly access Quickbook’s secure payment management system directly within Shape. This integration means that important payment functions and history now lives in a single location. Integration Capabilities Send […]
Learn how to connect your RingCentral account to Shape Software using either the RingCentral desktop application or RingOut API to enable outbound click-to-dial functionality throughout the CRM. RingCentral Click-to-Dial Integration If your organization uses RingCentral for calling, Shape allows you to initiate outbound calls directly from the CRM using your existing RingCentral phone system.The RingCentral […]
Ask clients to fill out intake forms when scheduling, and have all of their information post seamlessly into Shape as a new record. Clients can also quickly view your real-time availability and self-book their own appointments—and even pay online, reschedule with a click, and everything is tracked within Shape. Integration Capabilities Receive Acuity appointments into […]
Automatic Lending Tree Lead Posting in Shape Software With the Lending Tree–Shape integration, mortgage users who are using Shape to automate their processes and to manage their lead & customer database, can seamlessly get Lending Tree leads directly into Shape. Once you have communicated your desire to send leads to Shape and received confirmation and […]
What is Encompass? Encompass Loan Origination System (LOS) is a robust mortgage origination platform developed by Ellie Mae, a leading provider of technology solutions for the mortgage industry. Designed to streamline and automate the loan origination process, Encompass LOS empowers lenders to efficiently manage and process mortgage applications from start to finish. Encompass LOS offers […]
With the BombBomb–Shape integration, Shape users can seamlessly add videos to email and SMS messages directly from within Shape. This integration will provide a more personalized and face-to-face experience when connecting with clients. With the use of this integration you are able to create and build relationships with the click of a button. Integration Capabilities: […]
Loan originators who are using Shape to automate their mortgage processes and to manage their lead & customer database, can create new loans into their Calyx Point LOS system via a 3.4 export from Shape, maintaining all important borrower information and correspondence in a single location. Integration Capabilities 3.2 FNM File export and import capabilities […]
Connecting Google Calendar or Outlook Calendar to Shape Elevate your workflow with seamless integration of your Gmail (Google Workspace) or Outlook email and calendar into Shape Software CRM. This integration enables you to synchronize calendar events and consolidate all your important information within a single, user-friendly platform. This guide also includes step-by-step instructions on how […]
Connecting Verse.io to Shape Software Shape CRM integrates directly with Verse.io to turn your new leads into sales ready opportunities through immediate AI-Driven and Human-Powered conversations. With Verse.io you follow up with leads immediately which helps convert more leads into sales. Immediate follow-up leads to higher conversion rates. Slow follow up is one of the […]
How to Use your Integrated eSignature Solutions Have documents you need to send for eSignature? Upload and map your eSignature documents here for your users to send via email or text in their workflow. Note: Note: If you are finding that tokens are not aligning properly on your documents, please make certain that your PDF […]
Integration Capabilities The integration between Simple Nexus and Shape Software API enhances your lead management process by automatically creating new leads in Shape whenever a borrower signs up to initiate a loan application in Simple Nexus. This integration operates as a one-way push from Simple Nexus to Shape, ensuring seamless data flow and efficient lead […]
The connection between Shape Software and Arive can be set up with a Zapier Premium account to allow loan files to be sent from Arive to Shape and update the status accordingly in Shape from Arive. Integration Requirements Before getting started, please ensure that you have the below requirements for the connection: A Shape Software […]
With the LendingDox–Shape bi-directional integration, loan originators who are using Shape to automate their mortgage processes and to manage their lead & customer database, can seamlessly create new loans to LendingDox directly from within Shape. After the loan file creation, LendingDox will then update Shape moving forward with field updates and loan status changes. This […]
What is a Marketing Source in Shape? Marketing Sources in Shape are utilized by your lead providers to post lead data automatically into Shape! With the Marketing Sources settings page, you can effortlessly add and edit your lead sources within the system, gaining insights into the most successful ones. This feature offers a range of […]
How to Utilize Outbound Webhooks from Shape A webhook is a way for an app to provide other applications with real-time information. A webhook delivers data to other applications as it happens, meaning you get data immediately. Creating an Outbound Webhook The first step in creating and consuming a Shape webhook is getting the URL […]
In this guide, we will outline the workflow between EverQuote and Shape to ensure a smooth integration and transition for new EverQuote customers starting with Shape. The following sections detail the steps for getting started and provide information about the integration process. Integration Requirements Shape Account with Admin Access EverQuote Account Integration Capabilites Receive new […]
Integration Requirements Shape Software Account with Admin Access RETR Account Integration Capabilities Receive Agents from RETR automatically to Shape Receive Loan Officer Recruits from RETR automatically to Shape How to Connect Shape to RETR Connecting Shape to RETR is very easy and can be accomplished in just a few steps: Once connected, endpoints for each […]
What is EZLynx? EZLynx is a valuable platform for insurance agencies, primarily known for its comparative rating engine and agency management system. It enables agents to generate real-time quotes from multiple carriers, manage policies, handle claims, and store documents efficiently. Integration Benefits Shape and EZLynx work seamlessly together by combining Shape’s lead management and CRM […]
What is a Marketing Source in Shape? Marketing Sources in Shape are utilized by your lead providers to post lead data automatically into Shape! With the Marketing Sources settings page, you can effortlessly add and edit your lead sources within the system, gaining insights into the most successful ones. This feature offers a range of […]
Learn how to connect your 8×8 account to Shape Software to enable click-to-dial functionality from list pages, records, and other supported areas of the CRM. 8×8 Click-to-Dial Integration If your organization uses 8×8 for calling, Shape makes it easy to initiate calls directly from the CRM using your existing 8×8 phone system. The 8×8 Click-to-Dial […]
Integrating your Favorite Apps with Zapier This guide includes instructions for utilizing Zapier Webhooks to post lead data into Shape! Here’s what you will need: A Shape Software Account with Administrator Access A Zapier Premium Account Creating Marketing Source Posting URLs for Your Zaps The first step to any Zapier integration is to create a […]
Integration Details The LendingPad-Shape bi-directional integration empowers loan originators to streamline their mortgage processes and efficiently manage their lead and customer database. With this integration, users can effortlessly create new loans in LendingPad directly from within Shape, ensuring a seamless workflow. Once the loan file is created in LendingPad, any updates to fields, critical dates, […]
What is Blend and why teams use it Blend is a mortgage Point of Sale system that lets borrowers complete their loan application online in a guided, step by step experience. Borrowers can enter personal information, property details, and financial data in one place instead of sending documents back and forth over email. When Blend […]
Sales Boomerang, now known as TrustEngine, is a mortgage industry-focused customer intelligence and retention platform. It provides lenders with real-time insights into their borrowers’ behaviors and financial situations, helping them identify opportunities to re-engage with past customers or potential leads. TrustEngine Overview Borrower Intelligence: Trust Engine monitors borrowers’ financial activities, such as credit score changes, […]
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