Shape Digital Lending CRM - Shape Software - Automate your business!

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

in one lending platform

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Trusted and loved by 21,000 users and growing

The best marketing suite for lending

Manage your loans like a pro

"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?

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Get more done with productivity tools

Built-in borrower point of sale

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

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
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Source: Shape G2 reviews

Close more loans with Shape

Consolidate all of your work into one place.

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