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Includes CRM, phone, email, text, marketing, digital document upload portal, and 500+ more easy-to-use features.
Join 21,000 users powered by Shape
See what you can do with Shape for private lending commercial brokers & lenders
Easily consolidate all of your leads from various marketing channels into a single database. Streamline outreach and convert more sales to your pipeline with automated tracking, distribution, and lead scoring.
Automatically capture leads, assign and de-duplicate, send follow ups, manage loans, and more within one easy-to-use interface. Never lose track of important data or communications ever again!
Create repeatable processes and views that streamline your work and ensure best practices. Empower your team so they can deliver world-class customer experiences every day.
Shape’s integrated CRM will help you manage, track, and market to borrowers, brokers, and referral partners. We also help you handle contacts for realtors, investors, title, contractors, inspectors, and more.
Built-in Communication Tools
Originate and close deals 50% faster with Shape’s digital lending platform & portal. Give borrowers a virtual hub where they can easily upload documents to expedite the loan process in a user-friendly way.
Learn about user login sessions, communication overviews, and how frequently leads are converted into opportunities. For sales and marketing oversight, these reports can be filtered to see the performance of an individual, team, and lead source.
Measure lead generation and campaign performance through data-driven intelligence. Identify trends and patterns to analyze how to improve current processes and build future strategies.
Build endlessly customizable reports that help you make more informed business decisions and boost conversions. Get the data you need to invest in strategies that will actually move the needle.
Shape integrates thousands of tools, both native and third-party!
Elisa S.
Best mortgage CRM we've used by far. We're now looking to use their general CRM for other companies we own (property management, call center, and sales). They have all the major features we use, and the look and feel is in a different universe vs. other systems we've used. The LOS integration is great (we used Encompass but now looking to use Lendingpad). We also use their auto-dialer, e-mail/texts, and a lot of their other general contact management. We had used Floify before and now we use the Shape Mortgage Client Portal instead. The benefit there is we can actually nurture leads with e-mail and text marketing, which we couldn't do with Floify before. We're just starting to build out our online ads with them, excited to see how they perform.
Dorsa M.
We've used Shape for a couple years now, and mainly use it to manage our prospects and for contact management. It's definitely easy to use and we do all our e-mail and text follow-ups through there. I like that we can record all our calls it makes it easy to send the recordings instead of having to describe prospects. We also use it for project and task management.
Purpose built mortgage sales and marketing automation.
Changing templates will take time and may require an implementation fee
