Home Captain + Shape the essential mortgage tech stack that boosts revenue by 27%.

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Join 21,000 users powered by Shape

Faster Speed to Lead. Better Conversion Rates.

  • 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

Home Captain + Shape
Capture, Manage, and Convert More Leads

With historically low mortgage rates driving a record number of new borrowers and clients refinancing, lenders need tools that save time and simplify their workflows. With Shape + Home Captain, you can qualify and nurture better leads and boost revenue by 27%!

AI-powered lead scoring to save valuable time screening applicants—up to 70 minutes per applicant.

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 provides clients a way to self-service with an intuitive and easy-to-use borrower portal.

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.

Unite your team with pipeline prioritization and automated sales follow up sequences.

With just 20% of borrowers sticking with the same lender after refinancing and lenders only retaining 7% of their current customers in the market for a new mortgage, 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.

Get integrated with Home Captain today.

Shape CRM & POS + Home Captain helps lenders capture, manage, and convert more leads.

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