8 guides to help you get the most out of Shape.
Learn how to use the Shape Customer Portal to securely collect information, request documents, track progress, obtain electronic signatures, and provide customers and referral partners with a modern self-service experience. Customer Portal The Shape Customer Portal provides your customers with a secure, branded online experience where they can submit information, upload documents, complete electronic signatures, […]
Learn how to use Shape’s Mortgage Borrower Portal to securely collect applications, upload documents, complete electronic signatures, track loan progress, and collaborate with borrowers and referral partners. Mortgage Borrower Portal The Shape Mortgage Borrower Portal (also referred to as the Point of Sale (POS)) provides borrowers with a secure, self-service experience throughout the mortgage process. […]
Shape’s Point of Sale URL The Shape Customer Portal serves as your point of sale site, and it comes with a preconfigured domain in this format: yoursiteid.shapeportal.com Your unique site ID, which is the initial part of the built-in domain, is automatically generated based on the information you provided during your company’s registration process. If […]
Learn how to search, filter, import, and recruit Loan Officers, Real Estate Agents, mortgage companies, builders, and other professionals using Shape’s built-in Recruiting Database. Shape Recruiting Database The Shape Recruiting Database provides access to an extensive database of industry professionals, making it easy to identify, recruit, and build relationships with high-value prospects directly from within […]
Personalizing the Shape Pre-Approval Letter Want to adjust the design and/or verbiage of the pre-approval letter being sent from Shape? You have the ability to edit the pre-approval letter that is sent out through your customer portal. Go to Settings>Editable Documents You can do this by going to your Settings > Editable Documents. You will […]
The steps for connecting Shape’s soft credit pull feature are as follows: To use the Shape credit pull feature, ensure you have at least $100 in usage credits. To add credits, go to your account settings, select ‘Billing and Transactions,’ and follow the prompts to add the desired amount. Here is a direct link for […]
Referral relationships can be some of the most valuable sources of business, but only if you can clearly see who is sending opportunities, what happened to those referrals, and which partnerships are actually producing results. Shape Referral Tracking connects referral partners directly to the records they generate so you can follow those relationships over time. […]
How does the Shape Mortgage POS Portal Interact with Referral Partners? Use the mortgage POS to invite referral partners and buying and selling agents to see people they’ve referred, add notes, view the progress, generate pre-approval letters, and more. Note: Note: On the “Lead Details” tab within the CRM, connect referral partners via the “Referral […]
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