Power your CRM Sales Marketing Loans Docs Referrals LOS API Tasks Calls Texts Emails

in one lending platform

Trusted and loved by 21,000 users and growing

The best marketing suite for lending

Template Library
Video Marketing
Drip Campaigns
Bulk Messaging
Metrics

Manage your loans like a pro

Lead Capture & Scoring

Capture and score leads from various marketing channels into a single database
CRM Sales Automation

Assign, de-duplicate, follow-up, manage borrowers, and more in one intuitive interface
Prioritized Pipelines

Optimize your process while adding a layer of accountability and transparency

"Most useful CRM I've ever used. It was easy to learn, everything was very intuitive and the user experience was sleek."

Pegah S. Technology Partnerships Manager

Source: Shape G2 reviews

Integrated cloud-based calling

Built-in Dialer

Call faster with click-to-call, QuickFire Connect, and sequential power dialing
IVR & Routing

Interactive frameworks, call forwarding, and dynamic inbound call flows
Phone Numbers

Get local and toll free phone numbers in a click of a button

SMS & MMS Messaging

Average text message open rates are 99% with 97% being opened within 15 minutes. Are you text marketing?

Get more done with productivity tools

Tasks & Kanban
Advanced Notes
Calendar Sync
Checklists
eSignature

Built-in borrower point of sale

Save over 20 hours a month, and go from 1003 to clear to close 50% faster

Branded Borrower Portal

Increase trust with a professional first impression — accessible on any device
Survey-Style Digital 1003

Gather 1003 applications from your borrowers with easy-to-use question & answer tiles
Document Needs List Collection

Provide an easy drag-and-drop solution for your borrowers to securely upload documents

Use Shape with your favorite apps

1/4

"Shape is an amazing clear-cut, efficient, streamlined software that allows you to customize to your personal needs."

Timmya G., Mortgage Underwriter

2/4

"The CRM has been tailored made for our business. It's helped us optimize our workflow and helped increase productivity."

Sara H. Major Account Executive

3/4

"The software came with everything already built into it or it was just a click to connect what we wanted in the integration dashboard."

Genevieve J. Legal Associate

4/4

"The reliability, outstanding customer service and the amount of time/expense saved daily from this awesome tool. Very easy to use."

Administrator in Information Technology and Services

Source: Shape G2 reviews

Close more loans with Shape

Consolidate all of your work into one place.

Shape Software

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Get in Touch

Our team of experts are here to help! Call our sales line at (888) 762-7211