The end-to-end solution that takes you from pre-loan through post-close.
All the tools and technology to generate, qualify, manage, and close more deals.
Streamline sales, lower operational costs, and make installation more efficient.
Digitize and automate your sales while boosting customer satisfaction.
Unlock more revenue across all sales strategies and processes.
Recruit top talent, track every touchpoint, and make smarter decisions all in one system.
Streamline loan applications, secure borrower docs, and automate loan updates.
Quickly collect lead information and customer documents in an easy-to-use virtual hub.
Collect lead information, gather utility bills, send proposals, and sign more contracts.
Explore ready-made sequences based on billions in transactions and a decade of experience.
Browse out library of pre-designed digital ads and run cookieless campaigns on top websites.
Prioritize and time manage your day according to your workflow.
Explore ready-made sequences, or create your own automations.
Connect third-party apps to Shape to get more work done.
Make calls and connect faster without leaving your CRM.
Increase engagement with SMS and MMS messaging.
Simplify decision-making with real-time data insights.
Get lead information with intelligent, customizable question-answer formats.
Quickly collect customer documents and get more contracts signed.
Automate your follow-ups and increase outreach.
Target, qualify, and route your best leads to the right reps.
Browse our library of pre-designed ads and run cookieless campaigns on top websites.
Become an expert with detailed tutorial guides how to use Shape.
Get answers to your questions from Shape’s support specialists.
Guided implementation steps to help you get started faster.
The latest tips, tricks, and resources that you should know.
Start generating revenue while helping businesses scale.
Our experts provide guidance, phone support, and configuration.
Download our eBook for resources and tips on business growth.
See how Shape stacks up against other popular software platforms.
Secure and reliable products & processes that help you scale without compromise.
Bi-directional loan file creation & updates
Automatic milestone synchronization
Transfer borrower documents
Sync finished milestone dates and user assignments
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Seamlessly create new loans automatically upon 1003 app completion and receive new loan files from Encompass
As milestones are completed in Encompass, Shape will receive the milestone, date stamp, and updated 3.4 file -- eliminating double data entry
Using Shape's integrated borrower point of sale, request borrower needs lists and immediately send approved documents directly into Encompass
Keep borrowers, referral partners, agents, and other loan stakeholders up to date as the loan progresses through each milestone
Source: Shape G2 reviews
Get integrated with LendingDox LOS and Shape CRM + POS today
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