Get started with Home Captain + Shape

Save up to 70 minutes per applicant with AI lead scoring
Intuitive and easy-to-use digital 1003 portal for borrowers
Automated nurture with pre-built mortgage campaigns
Sync MLS data and pre-qualify borrowers quickly

Get Started Today

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Learn about Shape in 3 minutes

Curious about Shape's all-in-one solution and what it can do for you? Our short 3 minute video showcases its top features and tools. Check it out!

Capture, manage, and convert more leads.

AI Lead Scoring

With proper screening in place, you don’t need to chase down applicants and clients who have abandoned their online applications or aren’t considering refinancing their current mortgage.

Shape POS

Empower your borrowers to take action on their applications, submit documents when and where they need to, and help them keep tabs on their applications in real-time.

Auto Follow-Up

With just 20% of borrowers sticking with the same lender after refinancing, you’ll need tools that can not just identify and convert better leads, but also build great relationships and retain clients for the road ahead.

Boost revenue by 27% with Home Captain + Shape

Automated loan update notifications

Effortlessly track your loan progress with automated updates – stay informed and know your loan status in real time.

Hundreds of pre-made mortgage templates

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.

Pre-built industry-leading drip campaign sequences

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.

Integrated borrower portal

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.

Gain valuable insights with advanced reporting

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

Industry leading mortgage marketing suite

Shape AI makes your work easier

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

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.

A more streamlined & personalized borrower experience

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 21,000 users and growing

4.8/5 ―

from 1,014 reviews

What our customers say

"After 25 years I've finally found the CRM that has helped me reduce cost and increase revenue."

Brady Webb, CEO American Mortgage Solutions Inc.

Source: Shape G2 reviews