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# Shape Software

Shape's CRM platform contains the best marketing suite, sales automation, and 500+ features all in one easy-to-use software

## Sitemaps

- [XML Sitemap](https://setshape.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Blog](https://setshape.com/blog)
- [Using Filters](https://setshape.com/support-guides/using-filters) - Learn how to use filters in Shape Software to quickly find, organize, and manage records. Create advanced searches, save filtered views, combine multiple filters, and streamline your workflow.
- [Filter Operators Explained](https://setshape.com/support-guides/filter-operators-explained) - Learn how each filter operator works in Shape Software, including Equal To, Contains, Before, Within, In List, Empty Value, and more. Includes examples and best practices for building accurate filters.
- [Using the All Records List Page](https://setshape.com/support-guides/using-the-all-records-list-page) - Learn how to use the All Records list page in Shape Software to search, filter, manage, and update all contact records from a single location. Includes filtering, Bulk Actions, exports, saved views, FAQs, and best practices.
- [User Availability Controls](https://setshape.com/support-guides/user-availability-controls) - Learn how to use User Availability Controls in Shape Software to manage Lead Availability and Call Availability, control lead assignments and inbound calls, understand availability indicators, and configure user permissions.
- [Using Borrower Preferred Name Merge Tokens](https://setshape.com/support-guides/using-borrower-preferred-name-merge-tokens) - Learn how to use the Borrower Preferred Name and Co-Borrower Preferred Name merge tokens in Shape Software mortgage templates. These dynamic merge tokens automatically use a borrower's nickname when available or default to their first name.
- [How to Use Shark Tank](https://setshape.com/support-guides/shark-tank-in-shape-software) - Learn how to use Shark Tank in Shape Software to redistribute neglected leads, create shared lead pools, configure advanced rules, prioritize records, and improve lead response times. Includes setup instructions, best practices, FAQs, and troubleshooting tips.
- [How to Use Bulk Actions](https://setshape.com/support-guides/bulk-actions) - Learn how to use Bulk Actions in Shape Software to update multiple records, assign contacts, send bulk communications, organize data, and streamline your workflow. Includes step by step instructions, best practices, FAQs, and troubleshooting tips.
- [Using Quick Actions](https://setshape.com/support-guides/using-quick-actions) - Learn how to use Quick Actions in Shape Software to call, text, email, create notes, assign tasks, and schedule calendar events directly from list pages without opening a record.
- [Credzu Integration](https://setshape.com/support-guides/credzu-integration) - Learn how to set up the Credzu integration in Shape, including statuses, webhooks, triggers, Magic Links, borrower messaging, and testing.
- [Blend Integration](https://setshape.com/support-guides/blend-integration) - Learn about the automated Home Report from Highway, designed to keep loan officers in front of past clients by delivering real value to homeowners
- [Daily Workflow Basics](https://setshape.com/training/daily-workflow-basics) - A friendly walkthrough of Shape CRM’s daily workflow tools, including dashboards, prioritized views, calling features, and what you can do in the mobile app.
- [Your Guide to the Top 10 Mortgage Coaching Programs](https://setshape.com/blog/mortgage-coaching) - The mortgage industry is not for complacent individuals. In fact, loan originators often work harder than anyone else to achieve their goals.
- [Dashboards and Reporting Overview](https://setshape.com/training/dashboards-and-reporting-overview) - Learn how dashboards, prioritized views, task tools, and reporting in Shape help you track your business and customize your workflow with ease.
- [Contact Types and Priority Views](https://setshape.com/training/contact-types-and-priority-views) - Learn how contact types, departments, and prioritization rules in Shape CRM help you organize leads and create custom views for your team.
- [Update Contact Relationship Types](https://setshape.com/training/update-contact-relationship-types) - Learn how to convert leads, applications, loans, referral partners, or contacts in Shape’s mortgage template without losing data or notes.
- [Link Referral Partners and Providers](https://setshape.com/training/link-referral-partners-and-providers) - Learn how to link referral partners, service providers, and borrowers in Shape’s mortgage template to track relationships and referral performance.
- [Referral Partner Management](https://setshape.com/training/referral-partner-management) - Learn how Shape CRM helps mortgage teams track referral partners, view linked borrowers, use co-branded links, and manage partner relationships.
- [Realtor Partner Portal Guide](https://setshape.com/training/realtor-partner-portal-guide) - Learn how referral partners use Shape’s Partner Portal to view their referrals, share notes, and receive updates directly from your CRM.
- [Export Loans to Your LOS](https://setshape.com/training/export-loans-to-your-los) - Learn how to create a lead in Shape CRM and instantly sync it to your LOS, including loan details, property info, and full application data.
- [Track Multiple Mortgage Loans](https://setshape.com/training/track-multiple-mortgage-loans) - Learn how Shape CRM tracks past loans and current applications for each borrower, giving you a full view of their loan history.
- [Filter Past Loan Transaction History](https://setshape.com/training/filter-past-loan-transaction-history) - Learn how to filter past funded loans in Shape CRM, save custom filter lists, and identify refinance or remarketing opportunities.
- [Refinance Opportunities With Priority Views](https://setshape.com/training/refinance-opportunities-with-priority-views) - Learn how to use and customize Shape’s Refinance Opportunities view to find past borrowers who may benefit from a refinance.
- [LeadEngine Landing Pages Overview](https://setshape.com/training/leadengine-landing-pages-overview) - Learn how Shape’s Lead Engine creates CRO landing pages and websites that convert web traffic into leads and sync directly into your CRM.
- [Design Suite CMS Overview](https://setshape.com/training/design-suite-cms-overview) - Learn how to create emails, landing pages, social posts, and flyers using Shape’s drag-and-drop Design Studio CMS.
- [Import Contacts With Spreadsheets](https://setshape.com/training/import-contacts-with-spreadsheets) - Learn how to prepare, map, and import CSV spreadsheets into Shape CRM, including best practices for formatting, assignment, statuses, and user IDs.
- [Lead Creation Methods](https://setshape.com/training/lead-creation-methods) - Learn all the ways to create leads in Shape CRM, including manual entry, API posts, Zapier integrations, and spreadsheet imports.
- [Bulk Record Updates](https://setshape.com/training/bulk-record-updates) - Learn how to export data, update it in a spreadsheet, and use Shape CRM’s Bulk Record Update tool to apply changes quickly and accurately.
- [Duplicate Management](https://setshape.com/training/duplicate-management) - Learn how Shape CRM handles duplicate detection, merging rules, manual merges, and data cleanup to keep your database accurate and easy to manage.
- [Lead Distribution and Routing](https://setshape.com/training/lead-distribution-and-routing) - Learn how Shape’s distribution rules route leads automatically with round robin, Quickfire Connect, filters, caps, and redistribution logic.
- [Prioritization Rules and View Setup](https://setshape.com/training/prioritization-rules-and-view-setup) - Learn how Shape CRM’s prioritization rules organize leads and loans for better workflow, follow-up, and daily visibility.
- [Contacts and List Segments](https://setshape.com/training/contacts-and-list-segments) - Learn how to build, filter, and save custom list segments in Shape CRM to organize data, track progress, and create marketing-ready audiences.
- [Multi-Object Record Assignment](https://setshape.com/training/multi-object-record-assignment) - Learn how record assignment works in Shape CRM, why multi-object access matters, and how teams use assignment, departments, and distribution rules to work the same records smoothly.
- [Shark Tank Lead Queues](https://setshape.com/training/shark-tank-lead-queues) - Learn how Shark Tank recaptures neglected leads, improves speed to contact, and protects revenue through smart distribution and accountability.
- [User Setup and Management](https://setshape.com/training/user-setup-and-management) - A complete guide to user management in Shape CRM, covering roles, access controls, impersonation, deactivation, and admin settings.
- [ShapeUI (Custom Tab Layout) Workflow Tools](https://setshape.com/training/shapeui-custom-tab-layout-workflow-tools) - Learn how ShapeUI streamlines your workflow by consolidating fields, adding dynamic forms, and embedding key tools directly inside Shape CRM.
- [Manually Merge Duplicate Records](https://setshape.com/training/manually-merge-duplicate-records) - Learn how to identify and manually merge duplicate records in Shape CRM while keeping your data, notes, and history clean and accurate.
- [Notification Templates in Shape](https://setshape.com/training/notification-templates-in-shape) - Learn how notification templates in Shape let you customize system emails, replace default alerts, and ensure messages match your brand and workflows.
- [User Profile Settings in Shape](https://setshape.com/training/user-profile-settings-in-shape) - Learn how Shape user profile settings control notifications, email and calendar sync, phone behavior, security, and personalized automation.
- [Departments and Customization](https://setshape.com/training/departments-and-customization) - Learn how departments in Shape control record visibility, workflows, custom fields, and role-based access to keep teams focused and organized.
- [Creating and Managing Teams](https://setshape.com/training/creating-and-managing-teams) - Learn how teams in Shape organize users for lead distribution, call routing, reporting, and manager visibility without changing departments.
- [Role Permissions](https://setshape.com/training/role-permissions) - Learn how role permissions in Shape let admins customize access to features, setting, dashboards, and actions while improving security and control.
- [Record Visibility by Role](https://setshape.com/training/record-visibility-by-role) - Learn how record visibility in Shape controls access to leads, applications, loans, and more based on user roles and assigned records.
- [Status Settings](https://setshape.com/training/status-settings) - Learn how statuses in Shape organize workflows, trigger automation, support multiple status lists, and keep records moving cleanly and consistently.
- [Tags and Categorization](https://setshape.com/training/tags-and-categorization) - Learn how tags in Shape segment records, power filtering, and add precision to automation without changing record types or statuses.
- [Drip Campaign Workflows](https://setshape.com/training/drip-campaign-workflows) - Learn how drip campaigns in Shape automate outreach, trigger follow-up by status, and keep records progressing without manual effort.
- [Email Template Setup](https://setshape.com/training/email-template-setup) - Learn how email templates in Shape speed up outreach with reusable content, tokens, folders, and support for manual sends, bulk emails, and automation.
- [Text and MMS Templates](https://setshape.com/training/text-and-mms-templates) - Learn how text and MMS templates in Shape speed up messaging with reusable texts, media templates, tokens, and flexible send settings.
- [Using Checklists](https://setshape.com/training/using-checklists) - Learn how checklists in Shape track accountability, trigger automation, and keep records moving forward with consistent, structured workflows.
- [Automation Triggers](https://setshape.com/training/automation-triggers) - Learn how triggers in Shape automate one-time actions like status changes, checklist completion, holidays, and notifications without ongoing campaigns.
- [Holidays Marketing and Newsletters](https://setshape.com/training/holidays-marketing-and-newsletters) - Learn how holidays, triggers, and newsletters in Shape work together to automate timely outreach with scheduled messages and reusable marketing assets.
- [Bulk Email and Text Messaging](https://setshape.com/training/bulk-email-and-text-messaging) - Learn how bulk email and bulk text in Shape let you message up to 5,000 records at once with templates, scheduling, and performance tracking.
- [Bulk Actions Overview](https://setshape.com/training/bulk-actions-overview) - Learn how bulk actions in Shape let you update statuses, assign records, send messages, and clean data across up to 5,000 records at once.
- [Task Management Tools](https://setshape.com/training/task-management-tools) - Learn how tasks in Shape help manage follow-ups and how task automation creates reminders automatically using templates, triggers, and campaigns.
- [Search Tools in Shape](https://setshape.com/training/search-tools-in-shape) - Learn how search tools in Shape help you quickly find contacts using master search, list views, and searchable field controls.
- [Mentions and Collaboration Tools](https://setshape.com/training/mentions-and-collaboration-tools) - Learn how collaboration in Shape lets multiple users work the same record with shared tasks, notes, and role-based views without conflict.
- [Team Activity Tracking](https://setshape.com/training/team-activity-tracking) - Learn how Shape tracks user activity and ownership across calls, emails, texts, tasks, and records so teams can collaborate with full clarity.
- [Email Calendar Connection and Sync](https://setshape.com/training/email-calendar-connection-and-sync) - Learn how calendars in Shape help teams schedule events, sync with Google or Outlook, and manage shared availability across users.
- [Roles, Views, Checklists and Tasks](https://setshape.com/training/roles-views-checklists-and-tasks) - Learn how team collaboration in Shape supports shared loan files and role-based views, tasks, checklists, and automation that keep teams aligned.
- [Track Communication in Contact Records](https://setshape.com/training/track-communication-in-contact-records) - Learn how Shape centralizes call, email, text, note and checklist history so teams can review every contact interaction in one place.
- [Contact Activity History](https://setshape.com/training/contact-activity-history) - Learn how Shape records a complete activity history across notes, calls, texts, statuses, and system events in one centralized timeline.
- [Communication Tracking in List Views](https://setshape.com/training/communication-tracking-in-list-views) - Learn how Shape centralizes call, email, text, note and checklist history so teams can review every contact interaction in one place.
- [Answering Inbound Calls](https://setshape.com/training/answering-inbound-calls) - Learn how Shape routes inbound calls through the web dialer or mobile, opens records automatically, and keeps call context front and center.
- [Notes and Mentions](https://setshape.com/training/notes-and-mentions) - Learn how notes in Shape centralize internal communication with mentions, note types, pinned notes, and shared visibility across teams.
- [TrustEngine Integration](https://setshape.com/training/trustengine-integration) - Learn how TrustEngine and Sales Boomerang integrations in Shape monitor borrower activity, surface opportunities and automate follow-up.
- [Opportunity Alert Sequences](https://setshape.com/training/opportunity-alert-sequences) - Learn how WatchFile event follow-up campaigns in Shape automate outreach the moment borrower activity is detected to improve speed to contact.
- [Compliance Overview](https://setshape.com/training/compliance-overview) - Learn how Shape supports compliance and audit protection with consent tracking, opt-out enforcement, AI monitoring, and detailed reporting.
- [DNC.com Integration](https://setshape.com/training/dnc-com-integration) - Learn how Shape enforces compliance with opt-out controls, DNC checks, consent tracking, and real-time outreach restrictions across channels.
- [Lead and Production Reports](https://setshape.com/training/lead-and-production-reports) - Learn how Shape’s pipeline and production reports track lead flow, conversions, and performance by user, source, and time period.
- [Referral Partner Tracking Report](https://setshape.com/training/referral-partner-tracking-report) - Learn how referral partner reports track lead volume, pipeline progression, and performance to evaluate partner quality and impact.
- [Phone Settings Overview](https://setshape.com/training/phone-settings-overview) - Back to Courses Manage Phone Settings in Shape Communication and Calling Tools Handle calls, texts, and emails inside Shape for clear, organized conversations. 13% Progress 1 Phone Settings Overview 2 Inbound Call Routing 3 Call Scripts and CustomUI 4 QuickFire Connect Overview 5 Outbound Voicemail Drop 6 Inbound Voicemail Recordings 7 Manage Call Outcomes 8
- [Team Phone Number Options](https://setshape.com/training/team-phone-number-options) - Learn how Shape manages team communication and caller ID behavior so users stay aligned internally while presenting a consistent experience to contacts.
- [Manage Call Outcomes](https://setshape.com/training/manage-call-outcomes) - Learn how call outcomes in Shape work with status-based filtering to improve call reporting, guide users, and keep workflows.
- [QuickFire Connect Overview](https://setshape.com/training/quickfire-connect-overview) - Learn how Quickfire Connect in Shape routes inbound leads instantly with real-time pop-ups, fast assignment, and immediate calling.
- [Missed Call Workflows](https://setshape.com/training/missed-call-workflows) - Learn how Shape handles missed calls with alerts, smart routing, AI follow-up, and reporting to ensure every inbound call gets a response.
- [Inbound Call Routing](https://setshape.com/training/inbound-call-routing-in-shape) - Learn how inbound call routing in Shape controls call flows, IVR menus, assignment rules, and missed call handling for every phone number.
- [Call Scripts and CustomUI](https://setshape.com/training/call-scripts-and-customui) - Learn how scripts and custom call flows in Shape guide outbound calls with real-time data, tokens, and dynamic, role-based UI.
- [Outbound Voicemail Drop](https://setshape.com/training/outbound-voicemail-drop) - Learn how outbound voicemail drop in Shape lets teams leave pre-recorded messages instantly and move on without staying on the line.
- [Inbound Voicemail Recordings](https://setshape.com/training/inbound-voicemail-recordings-in-shape) - Learn how inbound call voicemail recordings in Shape control call greetings, voicemail inbox messages, and IVR experiences for missed calls.
- [Block Inbound Numbers](https://setshape.com/training/block-inbound-numbers) - Learn how the inbound block list in Shape blocks unwanted calls and texts, preventing spam numbers contacting your team.
- [Webhooks Overview](https://setshape.com/training/webhooks-overview) - Learn how outbound webhooks in Shape send data to external systems using triggers, drip campaigns, and bulk actions for seamless integration.
- [Login Security Settings](https://setshape.com/training/login-security-settings) - Learn how login and security settings in Shape protect access with SSO, two-factor authentication, and IP whitelisting controls.
- [Open API Overview](https://setshape.com/training/open-api-overview) - Learn how Shape’s OpenAPI, webhooks, HTTP posts, and Zapier integrations automate data flow and connect your CRM to external systems.
- [Exporting Data](https://setshape.com/training/exporting-data) - Learn how exporting data in Shape lets you download records from list views and reports with role-based permissions and CSV exports.
- [Email Engagement Reporting](https://setshape.com/training/email-engagement-reporting) - Learn how email reporting in Shape tracks opens, clicks, and delivery so you can analyze bulk sends and optimize outreach performance.
- [Best CRM Software for Insurance Agents in 2026](https://setshape.com/blog/best-crm-for-insurance) - Compare the best CRM for insurance agents in 2026. See top platforms for lead management, automation, policy tracking, and growth.
- [Best Mortgage CRM for Loan Officers in 2026](https://setshape.com/blog/best-mortgage-crm-for-loan-officers) - Discover the best CRM for loan officers to manage leads, automate follow-ups, and close more loans. Compare top mortgage CRMs and find the right fit.
- [Top 7 Best Insurance Lead Generation Companies in 2026](https://setshape.com/blog/best-insurance-lead-companies) - Updated list of the best insurance lead generation companies in 2026. Compare top providers, lead quality, and pros and cons to find the right insurance leads.
- [Best Loan Origination Systems in 2026](https://setshape.com/blog/top-loan-origination-systems) - Compare the best loan origination systems for 2026. See top LOS platforms for automation, compliance, integrations, and borrower experience.
- [Send Files to Google Drive Now – Shape Software](https://setshape.com/support-guides/sending-files-from-shape-to-google-drive) - Integrate Google Drive with Shape CRM for seamless document management. Automatically sync files to drive folders for better organization and access.
- [Connect Facebook Marketing Source – Shape Software](https://setshape.com/support-guides/how-to-connect-facebook-as-a-marketing-source) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [Connect Zillow as Marketing Source – Shape Software](https://setshape.com/support-guides/how-to-connect-zillow-as-marketing-source) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [Shape & LendingDox Integration](https://setshape.com/support-guides/shape-lendingdox-integration) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [BombBomb and Shape API Integration – Shape Software](https://setshape.com/support-guides/bombbomb-shape-software-api-integration) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [Shape Software Company Settings](https://setshape.com/support-guides/company-settings) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [QuickBooks Online + Shape Software API Integration – Shape Software](https://setshape.com/support-guides/quickbooksonline-shape-api-integration) - Simplify payments with QuickBooks Online integration in Shape Software. Access invoicing, payments, and records securely in one place for streamlined management.
- [Importance of Clearing Cache & Cookies](https://setshape.com/support-guides/importance-of-clearing-cache-cookies) - Keep your CRM running smoothly: learn why regularly clearing your browser’s cache and cookies can fix glitches, load updates and improve performance with Shape.
- [Sending Files From Shape to Box](https://setshape.com/support-guides/sending-files-from-shape-to-box) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [Sending Files From Shape to Dropbox](https://setshape.com/support-guides/sending-files-from-shape-to-dropbox) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [Mailchimp + Shape Integration – Shape Software](https://setshape.com/support-guides/mailchimp-shape-software-api-integration) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [Editing Pre-Approval Letter Layouts](https://setshape.com/support-guides/editing-pre-approval-letter-layouts) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [Import Fannie Mae and MISMO Files Now – Shape Software](https://setshape.com/support-guides/import-fannie-mae-32-files-in-shape-mortgage) - Import Fannie Mae 3.2 and MISMO 3.4 files directly into Shape. Streamline mortgage operations with easy drag-and-drop or file selection workflows.
- [Adding Records in Shape Software](https://setshape.com/support-guides/adding-records-in-shape-software) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [Manage User Notification Settings Now – Shape Software](https://setshape.com/support-guides/shape-software-profile-notification-settings) - Easily manage your Shape Software notification preferences. Customize alerts to suit your workflow by adjusting user-specific settings in your profile.
- [Editable Documents in Shape Software](https://setshape.com/support-guides/editable-documents) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [Manage Event Types in Shape Software](https://setshape.com/support-guides/manage-event-types) - Categorize and filter calendar events in Shape CRM. Manage event types to align with business goals and streamline system-wide scheduling efforts.
- [Manage Required Fields](https://setshape.com/support-guides/manage-required-fields) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [Referral Partners in Shape Mortgage – Shape Software](https://setshape.com/support-guides/using-the-realtors-associates-tab-in-shape-mortgage-software) - Connect referral partners and associates in Shape CRM. Build stronger relationships with integrated real estate, legal, and financial professional networks.
- [Searching Records in Shape](https://setshape.com/support-guides/searching-records-in-shape) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [SMS Opt-Out & Email Unsubscribe – Shape Software](https://setshape.com/support-guides/understanding-sms-opt-out-email-unsubscribe-in-shape-software) - Shape Software ensures compliance with SMS opt-outs and email unsubscribes, handling industry-standard keywords to keep your communications compliant and efficient.
- [Exporting in Shape Software](https://setshape.com/support-guides/exporting-in-shape-software) - Export lead and contact data effortlessly in Shape Software. Preserve critical information and manage your business data efficiently with this guide.
- [Shape Software Google Maps Integration](https://setshape.com/support-guides/google-maps) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [Using Outbound Webhooks from Shape](https://setshape.com/support-guides/using-outbound-webhooks-from-shape) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [How to Connect Verse.io to Shape](https://setshape.com/support-guides/how-to-connect-verseio-to-shape) - Integrate Verse.io with Shape Software to boost lead conversions. Immediate AI-driven and human-powered responses increase sales-ready opportunities.
- [Inbound Voicemail Recordings in Shape Software](https://setshape.com/support-guides/inbound-voicemail-recordings) - Inbound voicemail recordings are the voicemail greetings that customers will hear when you miss a call from an inbound call.
- [Outbound Voicemail Drop Feature – Shape Software](https://setshape.com/support-guides/outbound-voicemail-messages) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [Send Leads to Homebot Via Zapier – Shape Software](https://setshape.com/support-guides/sending-shape-leads-to-homebot-via-zapier) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [Lending Tree Mortgage Integration – Shape Software](https://setshape.com/support-guides/lending-tree-shape-software-integration) - Automatically sync Lending Tree leads with Shape CRM. Simplify lead management and enhance communication with integrated mortgage workflows.
- [Using the Web Phone in Shape Software](https://setshape.com/support-guides/using-the-web-phone-in-shape-software) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [Call Forwarding Phone Preferences – Shape Software](https://setshape.com/support-guides/using-call-forwarding-phone-preferences-in-shape-software) - Forward calls easily with Shape’s call forwarding preferences. Adjust settings to route calls seamlessly to preferred devices or locations.
- [Stir Shaken](https://setshape.com/support-guides/stir-shaken) - Restore trust in business calls with Shape’s STIR/SHAKEN protocols. Authenticate caller IDs to prevent spam and ensure reliable communication.
- [Texting in Shape Software](https://setshape.com/support-guides/texting-in-shape) - Communicate efficiently with Shape Software’s texting features. Achieve 98% SMS open rates and enable bi-directional MMS for faster, more effective communication.
- [How to Connect LeadPops to Shape](https://setshape.com/support-guides/how-to-connect-leadpops-to-shape) - Integrate leadPops with Shape CRM for seamless workflows, doubling your leads while enhancing client relationships with high-converting forms.
- [Calyx Point and Shape Integration – Shape Software](https://setshape.com/support-guides/calyx-point-point-central-shape-software-integration) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [Manually Assigning Users in the Shape CRM – Shape Software](https://setshape.com/support-guides/manually-assigning-users-in-shape-software) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [Add Custom Fields, Workflow Tabs in Shape – Shape Software](https://setshape.com/support-guides/custom-fields-adding-the-custom-workflow-tab) - Add custom fields in Shape Software CRM to track specific data. Tailor workflows and gain insights with personalized records for better management.
- [Forgot Password? How to Reset](https://setshape.com/support-guides/forgot-password-how-to-reset) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [Importing Data into Shape’s Data Center – Shape Software](https://setshape.com/support-guides/importing-to-data-center) - Import external data into Shape's Data Center effortlessly. Use CSV files to maintain accurate, organized records with streamlined data integration.
- [Configure User Settings Profiles Easily – Shape Software](https://setshape.com/support-guides/configuring-user-profile-settings) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [Manage Notification Templates in Shape – Shape Software](https://setshape.com/support-guides/manage-notification-templates) - Manage notification templates in Shape Software with ease. Customize popups for leads, calls, reminders, and more directly from your settings page.
- [Manage Call Outcomes in Shape Software](https://setshape.com/support-guides/manage-call-outcomes-in-shape-software) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [Local Presence Rules and Settings – Shape Software](https://setshape.com/support-guides/local-presence-rules-settings-in-shape-software) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [Manage Tags and Sort Records Better – Shape Software](https://setshape.com/support-guides/manage-tags) - Enhance organization with Shape Software’s record tagging. Use tags for better marketing and record management, added automatically or manually.
- [Manage Process Checklists Now – Shape Software](https://setshape.com/support-guides/manage-process) - Organize workflows with Shape’s process checklists, enabling users to track progress and stay aligned with tasks via the productivity sidebar.
- [Create Efficient Call Scripts Today – Shape Software](https://setshape.com/support-guides/call-scripts) - Keep sales consistent with Shape Software’s call script templates. Personalize prompts with customer data tags to ensure smooth, professional calls.
- [Manage Company Docs Easily Now – Shape Software](https://setshape.com/support-guides/company-documents) - Manage resource documents efficiently in Shape CRM. Store, customize, and distribute flyers, posters, and other essential materials with ease.
- [Integrated eSignature Solutions – Shape Software](https://setshape.com/support-guides/esignature-solutions) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [Manage Guidelines in Shape Software](https://setshape.com/support-guides/manage-guidelines-in-shape-software) - Create and manage user guidelines in Shape Software. Improve training and compliance by documenting processes within department workflows.
- [Shape Software Dashboard Settings](https://setshape.com/support-guides/dashboard-settings) - Configure dashboards in Shape Software to track key metrics. Customize pre-made graphs for a personalized and efficient user experience.
- [Set Report Access Permissions Today – Shape Software](https://setshape.com/support-guides/report-access-permissions-settings-page) - Control report access in Shape Software with permissions settings. Manage visibility for admins, directors, and users to ensure secure reporting access.
- [Voice Dictation within Shape Software](https://setshape.com/support-guides/voice-dictation) - Take notes faster with Shape’s voice dictation. Speak directly into the system to create text messages or notes, saving time and increasing efficiency.
- [Security: IP Whitelisting](https://setshape.com/support-guides/security-ip-whitelisting-for-specific-user-roles) - Secure system access with Shape’s IP whitelisting, restricting usage to approved locations and managing permissions by user roles for enhanced security.
- [Managing Holidays in Shape Software](https://setshape.com/support-guides/manage-holidays) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [Bulk Record Update in Shape Software](https://setshape.com/support-guides/bulk-record-update) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [Why Do My Emails Go To Spam?](https://setshape.com/support-guides/why-do-my-emails-go-to-spam) - Improve email deliverability with Shape CRM, troubleshooting spam issues and optimizing processes to ensure messages land in inboxes effectively.
- [Acuity and Shape API Integration Setup – Shape Software](https://setshape.com/support-guides/acuity-shape-software-api-integration) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [Email Validation within Shape Software](https://setshape.com/support-guides/email-validation-within-shape-software) - Validate email addresses with Shape CRM. Reduce bounces by confirming the deliverability and validity of domains like Gmail or Yahoo for accurate outreach.
- [Encompass + Shape Software Integration](https://setshape.com/support-guides/encompass-shape-software-los-integration) - The integration between Encompass and Shape Software enables a seamless and efficient workflow between the two systems.
- [Import and Data Migration Today – Shape Software](https://setshape.com/support-guides/import-data-migration) - You can easily import external data into Shape. Follow these steps before you start importing any data.
- [Drip Campaigns](https://setshape.com/support-guides/drip-campaigns) - Shape’s drip campaigns automate personalized communication, saving time, boosting conversions, and simplifying marketing with pre-configured efficiency.
- [Marketing Sources & Lead Provider Posting Instructions for Shape Software](https://setshape.com/support-guides/marketing-sources) - Track and manage marketing sources in Shape Software. This guide covers setup, optimization, and tips to measure campaign performance and enhance lead tracking.
- [Email & Calendar Integration](https://setshape.com/support-guides/email-calendar-integration) - Elevate your workflow with seamless integration of your Gmail (Google Workspace) or Outlook email and calendar into Shape Software CRM.
- [How to Use Shape's Customer Portal](https://setshape.com/support-guides/customer-portal) - Get the tools you need to keep every loan application on track and ensure your team is in sync and up-to-date through Shape’s Customer Portal (POS).
- [Prioritization Rules (Organized List Dropdowns)](https://setshape.com/support-guides/prioritization-rules) - Enhance your organization and efficiency with pre-defined Prioritization Rules in Shape Software or take advantage of Shape's ability to create your own!
- [Mortgage POS for Referral Partners & Associates](https://setshape.com/support-guides/mortgage-pos-for-referral-partners-associates) - Use the mortgage POS to invite referral partners & agents to see people they’ve referred, add notes, view the progress, generate pre-approval letters, & more.​
- [Manage Teams in Shape Software](https://setshape.com/support-guides/manage-teams) - Efficiently manage teams in Shape Software. This guide covers team creation, organization, and settings to streamline collaboration and productivity.
- [Record Visibility Settings By Role in Shape Software](https://setshape.com/support-guides/contact-visibility) - Learn how to manage record visibility in Shape Software. This guide covers settings and tips to control access and ensure data privacy across your team.
- [Manage Role Permissions with Shape Software](https://setshape.com/support-guides/manage-role-permissions-with-shape-software) - Control access with Shape Software's role permissions. This guide helps you manage user roles, customize permissions, and enhance security for your team.
- [Inbound Call Routing in Shape Software](https://setshape.com/support-guides/inbound-call-routing) - Enhance team efficiency with Shape’s inbound call routing. Set up, customize, and ensure every call reaches the right person at the right time.
- [Duplicate Record Management in Shape Software](https://setshape.com/support-guides/duplicate-record-management-in-shape-software) - Master duplicate record management in Shape. This guide covers detection, merging, and prevention techniques that keep your database clean and efficient.
- [Marketing Compliance Tab](https://setshape.com/support-guides/marketing-compliance-features) - Track, optimize, and gain insights into marketing campaigns with Shape’s Marketing Compliance tab. Manage spend effectively and understand customer behavior.
- [Shape's Content Management System](https://setshape.com/support-guides/content-management-system) - Enhance your sales team's effectiveness with visually appealing, customized marketing templates seamlessly integrated into your Shape instance.
- [How to Integrate LoanSifter with Shape CRM for Real-Time Mortgage Pricing](https://setshape.com/featured/how-to-integrate-loansifter-with-shape-crm-for-real-time-mortgage-pricing) - Integrate LoanSifter with Shape CRM for live borrower-specific mortgage pricing. Follow our guide to quote faster, stay compliant, and close more loans.
- [Arive + Shape Software Integration](https://setshape.com/support-guides/arive-shape-software-integration) - Connect Shape Software and Arive using a Zapier Premium account to allow loan files to be sent from Arive to Shape and update the status accordingly in Shape.
- [Block Inbound Calls](https://setshape.com/support-guides/block-inbound-calls) - Block unwanted calls and texts in Shape CRM with robust tools to ensure seamless communication by stopping unsolicited interruptions.
- [Simple Nexus and Shape Software Integration – Shape Software](https://setshape.com/support-guides/simple-nexus-shape-software-api-integration) - Simplify lead management with Shape and Simple Nexus integration. Automatically create leads when borrowers initiate loan applications for seamless workflows.
- [Manage Quickfire Connect in Shape Software](https://setshape.com/support-guides/quickfire-connect-in-shape-software) - Learn how to set up Quickfire connect in your system. Shape’s QuickFire Connect alerts users via phone popup to make a call.
- [How to Manage Users](https://setshape.com/support-guides/manage-users) - Learn how to manage users in Shape Software. This guide covers adding, editing, and organizing user accounts to keep your team efficient and secure.
- [Email Templates in Shape Software](https://setshape.com/support-guides/email-templates) - Create and manage email templates in Shape Software. This guide covers setup, customization, and tips to streamline your communication process.
- [Setting Up a Custom Portal URL](https://setshape.com/support-guides/setting-up-a-custom-portal-url) - Learn how to set up a custom portal URL in Shape Software. Follow this guide for a professional, branded experience for your clients and team.
- [Record Assignment Permissions in Shape – Shape Software](https://setshape.com/support-guides/record-assignment-permissions) - The Record Assignment Permissions settings page in Shape allows you to choose which user roles have permissions to assign & re-assign records to users in Shape.
- [Manage Statuses in Shape Software](https://setshape.com/support-guides/manage-statuses-in-shape-software) - Learn how to manage statuses which are an integral part of Shape as they drive automation processes and track and move your leads through the pipeline.
- [Understanding Lists in Shape Software](https://setshape.com/support-guides/understanding-lists) - Learn about lists in Shape Software. This guide explains how to create, manage, and use lists to organize data and streamline your workflow effectively.
- [Manage Departments & Department Tab Workflows in Shape Software](https://setshape.com/support-guides/company-department-workflows) - Learn how Shape gives you the control to change the workflow tabs that you want your departments to see for a more customized experience.
- [Tasks in Shape Software](https://setshape.com/support-guides/tasks-in-shape-software) - Learn how to create, assign, and track tasks in Shape CRM. Follow our guide to streamline task management and boost team productivity.
- [Distribution Rules in Shape Software](https://setshape.com/support-guides/distribution-rules-in-shape-software) - Set up and customize distribution rules in Shape Software. This guide helps you streamline lead assignment and optimize workflow efficiency for your team.
- [Call Monitoring – Heads Up Display](https://setshape.com/support-guides/call-monitoring-heads-up-display) - Learn how to enable and use Shape’s call monitoring heads up display features to improve communication and customer service.
- [7 Essential Tips for Mortgage Lead Conversion Success](https://setshape.com/blog/7-essential-tips-for-mortgage-lead-conversion-success) - Unlock the secrets to mortgage lead conversion success with our 7 essential tips. Boost your conversion rates and grow your business today!
- [Crafting Compelling Content: Creating Mortgage Social Media Content That Converts](https://setshape.com/blog/mortgage-marketing-strategies-social-media) - Discover effective mortgage marketing strategies to create compelling social media content that converts. Learn to engage your audience and drive results!
- [Reviving Your Mortgage Database: AI SMS Strategies Explained](https://setshape.com/blog/mortgage-lead-database-ai-sms-strategies) - Discover effective AI SMS strategies for reviving your mortgage lead database. Boost engagement and streamline your marketing efforts today!
- [AI Voice Meets CRM: The New Era of Efficient Sales Workflows](https://setshape.com/blog/ai-voice-crm-revolutionizing-sales-workflows) - Discover how AI voice CRM is transforming sales workflows, enhancing efficiency, and driving better results for your business. Learn more on our blog!
- [The Benefits of Automated Workflows in Mortgage Lead Management](https://setshape.com/blog/benefits-automated-mortgage-workflows) - Discover the benefits of automated mortgage workflows in lead management. Streamline your process and boost efficiency.
- [The Best Email Marketing Templates for Mortgage CRM Drip Campaigns](https://setshape.com/blog/best-email-templates-mortgage-crm-campaigns) - Discover the best email marketing templates for mortgage CRM campaigns to enhance your drip campaigns and drive better results.
- [Optimizing Your Mortgage Broker Workflow with a CRM](https://setshape.com/blog/optimizing-mortgage-broker-workflow-crm) - Streamline your mortgage broker workflow with a CRM. Discover tips and tools that enhance efficiency and boost client satisfaction in our latest blog post.
- [7 Best Financial Services CRMs for 2026](https://setshape.com/blog/best-crm-for-financial-services) - Looking for the best CRM for financial services? Discover top tools that can streamline your operations and enhance client relationships on our blog!
- [Top 10 AI Tools for Loan Officers 2026](https://setshape.com/blog/top-10-ai-tools-for-loan-officers) - Discover the top 10 AI tools for loan officers in 2026 that can streamline your workflow and enhance your productivity. Check out the latest AI agents, automations and CRMs.
- [Text Templates in Shape Software](https://setshape.com/support-guides/sms-templates) - Create and manage SMS templates in Shape Software. This guide provides tips and steps to streamline your text messaging and enhance communication.
- [DNC Scrub API Integration](https://setshape.com/support-guides/dnc-scrub-api-integration) - Learn how to integrate the DNC Scrub API with Shape Software. Follow this guide for seamless setup and compliance with Do Not Call regulations.
- [Domain Authentication and Email Tips – Shape Software](https://setshape.com/support-guides/domain-authentication-email-best-practices-guide) - Boost email deliverability with this guide to domain authentication and best practices in Shape Software. Learn step-by-step tips to optimize your email strategy.
- [Performance Tips](https://setshape.com/support-guides/performance-tips) - Learn more about Shape performance tips, including why we highly recommend using Google Chrome as your browser for Shape Software.
- [Gathering TCPA and First Party Consent](https://setshape.com/support-guides/gathering-tcpa-and-first-party-consent) - Understand how to gather TCPA and first-party consent. Follow this guide to ensure compliance and streamline your lead management process.
- [Notes in Shape Software](https://setshape.com/support-guides/notes-in-shape-software) - Learn how to effectively manage and organize notes in Shape Software. This guide covers tips, features, and best practices to streamline your workflow.
- [Shape Credit Reporting Guide](https://setshape.com/support-guides/connecting-shapes-soft-credit-pull) - Utilize Shape's Soft Credit Pull feature. Once the soft credit pull is enabled, pulling the credit report from within a record is super easy.
- [Troubleshoot Call Forwarding Issues](https://setshape.com/support-guides/troubleshoot-call-forwarding-issues) - This guide contains helpful troubleshooting tips to ensure settings on your device are not interfering with the call forwarding process.
- [ShapeAI Call Transcription & Analytics](https://setshape.com/support-guides/shapeai-call-transcription-analytics) - ShapeAI call transcription is a technology that converts spoken words during a phone call into written text. Here's how it works, step by step.
- [Two Factor Athentication](https://setshape.com/support-guides/two-factor-athentication) - This guide shows you how to enable Two-Factor Authentication (2FA) in order to significantly enhance the security of login processes.
- [EZ Lynx Integration](https://setshape.com/support-guides/ezlynx-integration) - Seamless integration guide for EZLynx and Shape CRM users, ensuring smooth transitions and optimized workflows for enhanced connectivity and efficiency.
- [Everquote Integration](https://setshape.com/support-guides/everquote-integration) - This guide outlines the workflow between EverQuote and Shape to ensure a smooth integration and transition for new EverQuote customers starting with Shape.
- [Lightspeed Integration](https://setshape.com/support-guides/lightspeed-integration) - With the Lightspeed integration, users can seamlessly click to call through Lightspeed directly from within Shape.
- [RETR Integration](https://setshape.com/support-guides/retr-integration) - Connecting Shape to RETR is very easy and can be accomplished in just a few steps. Follow this guide to learn how.
- [Integrating with Sales Boomerang (TrustEngine)](https://setshape.com/support-guides/integrating-with-sales-boomerang-trustengine) - Learn about the integration between Shape and Sales Boomerang, now TrustEngine, a mortgage industry-focused customer intelligence and retention platform.
- [Support Lead Setup](https://setshape.com/support-guides/posting-array-data-into-shape-insurance) - Shape simplifies insurance lead handling with tools to manage multiple drivers, policies, and properties in one streamlined record.
- [Guide to Highway’s Home Report](https://setshape.com/support-guides/guide-to-highways-home-report) - Learn about the automated Home Report from Highway, designed to keep loan officers in front of past clients by delivering real value to homeowners
- [Stop Spam Flags From Hurting Your Business: Shape’s Spam Remediation](https://setshape.com/featured/stop-spam-flags-from-hurting-your-business-shapes-spam-remediation) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [Mortgage Marketing: A Beginner's Guide for 2026](https://setshape.com/blog/mortgage-marketing-beginners-guide) - Discover effective mortgage marketing strategies for 2026 in our beginner's guide. Elevate your approach and reach potential clients successfully!
- [Mortgage Broker Website Essentials: 7 Must-Haves for Converting Leads](https://setshape.com/blog/mortgage-broker-website-must-haves-for-leads) - Discover the essentials of a successful mortgage broker website. Explore 7 must-haves that will help you convert leads effectively on our blog!
- [Local SEO for Mortgage Brokers: Attracting Borrowers in Your Area](https://setshape.com/blog/local-seo-mortgage-brokers) - Discover effective local SEO for mortgage brokers to attract borrowers in your area. Boost your visibility and grow your business with our expert tips!
- [Shape Software CRM eBook](https://setshape.com/blog/shape-software-crm-ebook) - Download Shape Software’s eBook to discover how advanced CRM tools can optimize your marketing, lead scoring, and client portal management.
- [Daniel Kimm Joins as VP of Sales](https://setshape.com/blog/daniel-kimm) - Update multiple records at once in Shape with bulk updates. Use CSV files to modify records efficiently and maintain accurate system data.
- [Reimagine How You Run a Business](https://setshape.com/blog/change-crm-software) - Reimagine business operations with Shape CRM. Embrace innovative tools that enhance productivity, customer satisfaction, and overall organizational growth.
- [How Data Reporting Saves You Time & Money](https://setshape.com/blog/how-data-reporting-can-save-you-time-and-money) - Save time and reduce costs using Shape’s data and reporting tools to analyze performance, refine marketing strategies, and streamline business operations.
- [Learn About the Future of Legal Tech](https://setshape.com/blog/legal-service-crm)
- [4 Reasons HVAC Contractors Need a CRM](https://setshape.com/blog/hvac-crm)
- [Best CRM Features & Tools for 2022](https://setshape.com/featured/best-crm-features-tools-for-2022) - Game-changing CRM features increase marketing productivity, reduce marketing spend, and effectively score and nurture leads for reliable revenue gains.
- [Mortgage Lead Quality: Strategies to Attract Qualified Borrowers](https://setshape.com/blog/attracting-qualified-mortgage-leads-proven-strategies) - Discover effective strategies to attract qualified mortgage leads. Boost your business by learning how to find and convert the right borrowers today!
- [Mortgage Email Marketing for Loan Officers: Drip Campaigns That Convert](https://setshape.com/blog/mortgage-email-marketing-for-loan-officers-drip-campaigns-that-convert) - Discover effective mortgage drip campaigns tailored for loan officers. Boost your email marketing strategy and convert leads into clients with our insights!
- [CRM Integration With Encompass LOS](https://setshape.com/blog/the-importance-of-crm-integration-with-encompass-los) - Record inbound or outbound calls. Stay compliant with state laws using Shape’s advanced call recording options and intuitive scripting. Listen, barge in, or conference into calls to provide intelligent call coaching in real-time.
- [Automated Mortgage Lending Portal](https://setshape.com/blog/mortgage-pos-customer-portal)
- [15 Things the Best Mortgage CRM Software Must Have](https://setshape.com/blog/15-features-every-mortgage-crm-must-have) - We’ve compiled a detailed list of the most important considerations when selecting the best mortgage CRM for your business
- [The Top 11 Mortgage Podcasts For Advice](https://setshape.com/blog/the-top-11-mortgage-podcasts-for-practical-advice-in-2020) - Explore the top mortgage podcasts of 2020, offering practical advice and expert tips to enhance your mortgage business strategies and knowledge.
- [Mortgage Compliance: Is Your CRM Putting Your Business At Risk?](https://setshape.com/blog/mortgage-compliance-is-your-crm-putting-your-business-at-risk) - The mortgage regulatory landscape can feel like a minefield. Is your CRM system a safeguard or a liability? Let’s find out.
- [20 Ways Shape Software Will Grow Your Mortgage Business](https://setshape.com/blog/20-ways-shape-software-will-grow-your-mortgage-business) - Did you know that in 2018, 78% of homes were purchased with a mortgage here in the U.S.? In other words, the mortgage industry is booming.
- [How Targeted Tools Help You Grow](https://setshape.com/blog/how-targeted-crm-tools-help-you-grow)
- [Using Shape’s Phone, Remotely!](https://setshape.com/blog/using-shapes-phone-remotely)
- [Automate Your Solar Business Today](https://setshape.com/blog/how-to-automate-your-solar-business-to-win-back-more-time) - How to Automate Your Solar Business and Win Back Time Automation has changed the solar industry for good. But is it for the better? As a solar business owner actively closing jobs in 2020, you know there are some things on the backend you could probably be handling better—but who really has time to plan,
- [Make Your Relationships More Personal Than Ever Before!](https://setshape.com/blog/bombbomb)
- [Unlock Efficiency with Our Comprehensive AI Calling Guide](https://setshape.com/blog/comprehensive-ai-calling-guide) - Unlock business potential with our Comprehensive AI Calling Guide. Discover tips and strategies to enhance efficiency and streamline communications.
- [Best CRM Dialer for AllinOne Platform – Shape Software](https://setshape.com/featured/best-crm-dialer) - Shape CRM offers a powerful and efficient phone system built directly into your sales and CRM software.
- [11 Best Mortgage Website Tips to Close Loans – Shape Software](https://setshape.com/featured/11-things-the-best-mortgage-websites-have-to-close-more-loans) - Discover what makes 11 Mortgage Websites the best at closing loans, with insights into tested designs, effective strategies, and the power of Shape’s Lead Engine.
- [Best Lead Scoring Software Conversions – Shape Software](https://setshape.com/featured/the-best-lead-scoring-software-to-increase-conversions) - ShapeIQ’s lead scoring software uses artificial intelligence, analytics, and business data to increase conversions and ROI.
- [Best CRM with Client Portal Integrated](https://setshape.com/featured/best-crm-with-client-portal-integrated) - Save 20 hours a month and close deals 50% faster with our next-gen CRM with client portal. Shape saves you time while keeping customers connected.
- [7 Reasons Email Marketing Is Better Than Direct Mail Marketing](https://setshape.com/featured/7-reasons-email-marketing-is-better-than-direct-mail-marketing) - Explore email vs. direct mail marketing. Discover why email marketing surpasses direct mail with tangible benefits for your business growth.
- [Boost Success: LinkedIn for Loan Officers Guide](https://setshape.com/blog/linkedin-loan-officers-build-referral-partnerships) - Unlock the potential of LinkedIn for loan officers with our step-by-step guide. Learn how to build referral partnerships effectively!
- [Dialing Up Success: Leveraging AI Voice for Efficient Mortgage Lead Qualification](https://setshape.com/blog/ai-voice-mortgage-lead-qualification) - Discover how AI Voice can transform your mortgage lead qualification process today!
- [Top Strategies for Mortgage Lead Management in 2025](https://setshape.com/blog/mortgage-lead-management-top-strategies) - Discover top strategies for Mortgage Lead Management in 2025 to boost your business's efficiency and conversion rates. Read more on our blog!
- [6 Best CRM for Small Business Options in 2024​](https://setshape.com/blog/best-crm-for-small-business) - CRMs are now ubiquitous for businesses across all industries with up to 91% using a CRM to grow and maintain their operations.
- [Top 6 Best Email Marketing Automation Software In 2024](https://setshape.com/blog/best-email-automation-software-crms) - Streamline your email marketing efforts with the top 6 best email automation software in 2024. Discover how these platforms can boost your business.
- [5 Simple Formulas to Measure CRM ROI](https://setshape.com/blog/measuring-crm-roi) - Calculate your CRM ROI effortlessly with our proven formulas. Unlock the power of CRM return on investment for your business.
- [Learn How to Market to Realtors as a Loan Officer & Boost Referrals](https://setshape.com/blog/how-to-market-to-realtors-as-a-loan-officer-referrals) - Learn proven strategies to market to realtors as a loan officer. Boost referrals, build relationships, and grow your business with effective networking techniques.
- [How Mortgage Automation Can 10X Your Business](https://setshape.com/blog/mortgage-automation) - Uncover the secrets of mortgage automation and how it can transform your business. Explore our blog for valuable tips and strategies.
- [Top 3 Best Real Estate Networks for Mortgage Lenders](https://setshape.com/blog/best-relator-networks-mortgage-lenders) - Discover the Best Real Estate Networks for Mortgage Companies: Close More Pre-Quals with Trusted Realtor Partnerships in our latest blog post!
- [Explore the Top 9 Mortgage Marketing Agencies in 2025](https://setshape.com/blog/discover-top-9-mortgage-marketing-agencies) - Discover the Top 9 Mortgage Marketing Agencies in 2025. Explore innovative strategies to elevate your mortgage business today on our blog!
- [10 Ways AI Can Supercharge Your CRM Software Today](https://setshape.com/blog/10-ways-ai-supercharge-crm-software) - Discover 10 ways AI can supercharge your CRM. Unleash the full potential of your customer relationships with innovative AI-driven strategies.
- [Beyond the Bot: How AI-powered SMS is Revolutionizing Mortgage Lead Qualification](https://setshape.com/blog/ai-powered-sms-mortgage-lead-qualification) - Discover how AI-powered SMS is transforming mortgage lead qualification. Learn the benefits and innovative strategies in our latest blog post!
- [AI-Powered Mortgage Marketing: Boosting Your Competitive Edge](https://setshape.com/blog/ai-powered-mortgage-marketing-boost-your-edge) - Discover how AI-powered mortgage marketing can elevate your business. Uncover innovative strategies to boost your competitive edge in our latest blog.
- [RingCentral Integration](https://setshape.com/support-guides/ringcentral-integration) - With the RingCentral integration, users can seamlessly click to call through RingCentral directly from within Shape.
- [Top 9 Best CRMs for Investor Relations](https://setshape.com/blog/best-crm-for-investor-relations) - Discover the top 9 CRMs for investor relations in 2024. Compare features, pricing, and benefits to find the best solution for managing your investments.
- [Top 11 Best CRMs For Sales Teams & Reps In 2024](https://setshape.com/blog/best-sales-crm-for-sales-teams) - Looking for the best sales CRM? Discover our top recommendations and how they can help you achieve your sales goals. Read our blog for more information.
- [14 Tips for Generating Free Mortgage Leads](https://setshape.com/blog/free-mortgage-leads-generation-tips) - Discover effective strategies for getting free mortgage leads. Our guide offers valuable insights on generating home loan leads for free.
- [Top 9 Best Solar CRMs to Optimize Your Solar Business](https://setshape.com/blog/best-crm-for-solar-industry) - Boost your solar business with the best solar CRM available. Our blog offers insights into top products and features to help you choose the right one.
- [Top 6 Most Simple CRMs To Use in 2024](https://setshape.com/blog/most-simple-crm) - Looking for the easiest CRM to use? Check out our guide to the top 6 most simple CRMs that offer basic and easy-to-use solutions.
- [Discover the Top 7 Mortgage Pricing Engines of 2025](https://setshape.com/blog/top-7-mortgage-pricing-engines) - Discover the Top 7 Mortgage Pricing Engines of 2025 that can streamline your home financing process. Explore our blog for in-depth reviews and insights!
- [Top 6 CRMs for Financial Advisors In 2025 - Shape Software](https://setshape.com/blog/best-financial-advisor-crms) - Find the best CRM for financial advisors and wealth management professionals. Get the top-rated CRM for financial services on our blog.
- [Top 6 Best CRMs For Gmail & Google Workspace (With Integrations) in 2024](https://setshape.com/blog/gmail-crm-integrations-top-choices) - Discover the top 6 CRMs for Gmail with integrations. Streamline your workflow and boost productivity with the best Google Workspace CRM.
- [Top 6 Best CRMs For Pipeline Management In 2024](https://setshape.com/blog/best-crm-for-pipeline-management) - Streamline your pipeline management with top-notch CRM for pipeline solutions. Learn more about the benefits of using CRM for pipeline on our blog.
- [Top 6 Best VOIP & Dialer CRMs For 2024](https://setshape.com/blog/best-voip-dialer-crm-software) - Explore the top 6 best VOIP & dialer CRMs for 2024. Learn about the leading software for seamless communication and customer management.
- [Top 6 Best Contact Management Software CRM in 2024](https://setshape.com/blog/best-contact-management-software-crm) - Revolutionize your contact management system with the best software tools available in 2024. Explore our blog for the latest solutions.
- [Top 9 Best Lead Management CRM Software For 2024](https://setshape.com/blog/best-lead-management-crm-software) - Explore the top 9 lead management CRMs for 2024. Capture leads across channels, segment prospects, and align sales and marketing with advanced lead scoring.
- [Top 6 Best CRMs For Customer Service in 2024](https://setshape.com/blog/best-crm-for-customer-service-support) - Discover the best CRM for customer service, customer success, and customer support. Elevate your customer experience with our insightful blog.
- [Top 6 Best CRMs For iOS (iPhone & iPad) in 2024](https://setshape.com/blog/best-crm-for-ios-iphone-ipad) - Discover the top 6 CRMs for iOS (iPhone & iPad) in 2024. Elevate your business productivity with these powerful tools. Find out more on our blog!
- [Top 6 Best Lead Distribution Software Systems In 2024](https://setshape.com/blog/best-lead-distribution-software) - Struggling to manage your leads? In this guide, we'll unravel the top six Lead Distribution Software, delving into their core capabilities and use cases
- [Is a Lack of Integration Options Leaving You Frustrated with Your CRM?](https://setshape.com/blog/lack-of-integration-options-leaving-you-frustrated-with-your-crm) - Shape CRM offers seamless integrations to eliminate inefficiencies. Boost productivity by connecting essential tools with a single, unified platform.
- [Is a Complicated UI Leaving You Frustrated with Your CRM?](https://setshape.com/blog/is-a-complicated-ui-leaving-you-frustrated-with-your-crm) - Discover how an intuitive CRM interface like Shape can transform your sales and customer service efforts, eliminating frustration and boosting productivity.
- [Top 17 Best Mortgage Lead Generation Companies for 2025](https://setshape.com/blog/best-mortgage-lead-generation-companies) - Find the top 17 best mortgage lead generation companies for 2025. Explore our blog for the latest insights and recommendations.
- [How to Maintain Corporate Compliance Across Multiple Locations While Enabling Local Flexibility](https://setshape.com/blog/how-to-maintain-corporate-compliance-across-multiple-locations-while-enabling-local-flexibility) - Navigate the complexities of corporate compliance across various locations. See insights on maintaining standards for local offices to meet client needs.
- [5 Experts on Mortgage Growth in 2024 – Shape Software](https://setshape.com/featured/5-mortgage-experts-discuss-how-to-grow-your-mortgage-business-in-2023) - Gain insights from 5 Mortgage Experts who discuss strategies to grow mortgage businesses with integrated technology and data-driven tools for ROI tracking.
- [Mortgage Lead Generation: Strategies, Tools, and Insights for Loan Officers and Lenders](https://setshape.com/blog/mortgage-lead-generation-guide) - Elevate your mortgage lead generation game with our expert tips, tools, and insights tailored for loan officers and lenders.
- [9 Best Mortgage POS Systems](https://setshape.com/blog/best-mortgage-pos-systems) - Streamline your mortgage lending process with the best mortgage POS systems. Discover the top-rated mortgage point of sale software on our blog.
- [Top 6 Best CRMs For SMS & Texting In 2024](https://setshape.com/blog/best-crm-for-sms-text-messaging) - Elevate your communication strategy with the best CRM for SMS & texting in 2024. Discover the top 6 CRMs with text messaging features.
- [12 Most Effective Loan Officer Marketing Ideas For 2024](https://setshape.com/blog/best-loan-officer-marketing-ideas) - Elevate your loan officer marketing strategy with our top 12 ideas for 2024. Explore our blog for effective loan officer marketing ideas.
- [How to Be a Successful Loan Officer – 9 Tips – Shape Software](https://setshape.com/blog/how-to-be-a-successful-loan-officer-tips) - Elevate your career with new MLO tips for success in the mortgage industry. Find 9 essential tips to become the best loan officer.
- [Top 6 Best Marketing CRMs for 2024](https://setshape.com/blog/best-marketing-crm) - Elevate your digital marketing game with the top 6 best marketing CRMs for 2024. Learn more on our blog for expert insights.
- [How to Balance Cost with Functionality When Evaluating CRMs](https://setshape.com/blog/balance-cost-with-functionality-when-evaluating-crms) - Learn to evaluate CRMs by cost and functionality, and discover how Shape CRM's built-in POS and compliance tracking can boost efficiency and save money.
- [Guide to Shape’s Lead Funnel & Conversion Reports](https://setshape.com/featured/guide-to-shapes-lead-funnel-conversion-reports) - Table of Contents Support Guide Guide to Shape’s Lead Funnel & Conversion Reports July 9, 2025 Tracking your lead flow and conversion performance shouldn’t require exporting spreadsheets or juggling third-party dashboards. Shape’s new lead funnel and conversion reports give you a powerful, visual overview of your sales pipeline performance—directly within your CRM. These built-in reports
- [Manage Phone Call & Text Settings](https://setshape.com/support-guides/manage-call-settings) - Add calling, messaging, and phone numbers to roll out new ways of communication within your Shape Software system.
- [Shape & LendingPad Integration](https://setshape.com/support-guides/shape-lendingpad-integration) - The LendingPad-Shape bi-directional integration empowers LO to streamline their mortgage processes and efficiently manage their lead and customer database.
- [10DLC Phone Number Registration](https://setshape.com/support-guides/10dlc-phone-number-registration) - Register your 10DLC phone number in Shape Software. This guide provides step-by-step instructions to ensure compliance and improve message deliverability.
- [Onboarding | MS&LPPI](https://setshape.com/featured/onboarding-marketing-sources-lead-provider-posting-instructions) - Marketing Sources in Shape are utilized by your lead providers to post lead data automatically into Shape!
- [Zapier Webhook Instructions for Shape Software](https://setshape.com/support-guides/zapier-webhook-instructions-for-shape-software) - This guide includes instructions for utilizing Zapier Webhooks to post lead data into Shape!
- [Manage Notes and Types Easily – Shape Software](https://setshape.com/support-guides/notes-sidebar-note-types) - Manage notes efficiently in Shape CRM. Use the productivity sidebar to add, edit, and view detailed notes for seamless record organization and tracking.
- [Deleting and Disabling Users in Shape CRM – Shape Software](https://setshape.com/support-guides/deleting-disabling-users-in-shape-software) - Easily disable or delete users in Shape Software. Manage user statuses to optimize your team’s workflow without permanently losing valuable information.
- [Manage Triggers with Shape Software](https://setshape.com/support-guides/manage-triggers) - Learn how to manage triggers in Shape Software. This guide covers setup and customization to automate tasks and optimize your workflow efficiently.
- [Using Local Presence in Shape Software](https://setshape.com/support-guides/using-local-presence-in-shape-software) - Boost call connections with Shape’s Local Presence feature. Use local numbers to increase answer rates and improve communication efficiency.
- [Choose the Right DMARC Policy Now – Shape Software](https://setshape.com/support-guides/how-to-choose-and-implement-the-right-dmarc-policy-understanding-the-3-types) - In this post, we'll provide a comprehensive guide on DMARC policies, including what they are, how to set them up, the different types of DMARC policies available, and when to use each one. At its core, a DMARC policy is a way to instruct email receivers on what to do with potentially fraudulent or illegitimate
- [Assigning Leads via Post URL](https://setshape.com/support-guides/assigning-leads-via-post-url) - How to Bypass Distribution Rules by Assigning via Post URL Although Shape supports distribution rules as leads enter the system, some companies may want to distribute their leads prior to entering Shape. Note: To assign leads through post URL, you’ll need to use the user IDs or the user names exactly as they appear in
- [Using a Call Queue](https://setshape.com/support-guides/using-a-call-queue) - How to Utilize a Call Queue in Shape. A call queue allows you to call down a list of records, back-to-back, in order. You can use a call queue with regular list pages, filtered list pages, or prioritized list views. Organize your columns before you start dialing It is recommended to organize your columns to

## Pages

- [Home Page](https://setshape.com/) - Shape is an AI-powered CRM platform that helps businesses capture leads, automate follow-up, manage sales, and close more deals in one system.
- [10DLC Registration Guidelines](https://setshape.com/10dlc-registration-guidelines) - Navigate the 10DLC registration with Shape Software. Understand our guidelines, ensure seamless compliance, and optimize your messaging services.
- [Terms of Service](https://setshape.com/terms-of-service) - Understand your rights and obligations with Shape Software. Dive into our comprehensive TOS for user guidelines, policies, and the scope of Shape's services.
- [Box + Bestow](https://setshape.com/boxandbestow) - Box+Bestow helps banks, credit unions, and mortgage lenders automate closing gifts, drive referrals, and create memorable client experiences at scale.
- [Blend](https://setshape.com/blend) - Blend is a digital banking platform that helps financial institutions streamline lending, automate workflows, and improve customer experiences.
- [Mortgage Coach](https://setshape.com/mortgage-coach) - Shape CRM empowers mortgage professionals with tools to convert leads, enhance customer management, and drive loan applications efficiently.
- [Model Match](https://setshape.com/model-match) - Model Match helps loan officers and teams find referral partners, track market activity, and uncover new loan opportunities with powerful data insights.
- [Demo Request | Shape Software](https://setshape.com/home-page-demo) - Get a free, no-obligation demo with a Shape professional to discover how Shape's purpose-built sales and marketing automation tools can transform your business.
- [Finmo](https://setshape.com/finmo) - Finmo by Lendesk streamlines mortgage origination with digital applications, automated document collection, deal management, and seamless lender submissions.
- [AI Mortgage CRM for Lenders & Brokers | Shape](https://setshape.com/mortgage) - Shape is an AI-powered mortgage CRM used by lenders and brokers to capture more mortgage leads, automate follow-up, and close more loans.
- [AI Insurance CRM for Agencies & Brokers | Shape](https://setshape.com/insurance) - The #1 AI-Powered Insurance CRM designed for growing agencies. Centralize client data, automate workflows, and increase policy sales with Shape.
- [Confidentiality Policy](https://setshape.com/confidentiality-policy) - Safeguarding your information is a top priority of Shape. View Shape Software's policy on maintaining confidentiality, protecting data, and user trust.
- [Testimonials](https://setshape.com/reviews) - Read unbiased Shape CRM reviews and gain insights into its features, pricing, and performance. Find out if Shape CRM is the ideal solution for your business.
- [Lodasoft](https://setshape.com/lodasoft) - Lodasoft helps lenders automate loan workflows and manage the full lifecycle, syncing loan activity and updates directly into Shape.
- [Haven Servicing](https://setshape.com/haven-servicing) - Haven Servicing helps lenders stay connected with borrowers after closing and capture activity as leads directly in Shape.
- [Jupiter](https://setshape.com/jupiter) - Jupiter LOS helps mortgage brokers move loans faster with Smart Docs automation, Rocket Pro integration, and a smoother borrower experience.
- [Shape Demo Request | Local Lender](https://setshape.com/local-lender-demo) - Get a free, no-obligation demo with a Shape professional to discover how Shape's all-in-one mortgage CRM can increase productivity and transform your business.
- [Shape Demo Request | BIG](https://setshape.com/big-demo) - Get a free, no-obligation demo with a Shape professional to discover how Shape's all-in-one mortgage CRM can increase productivity and transform your business.
- [Credit Builder Card](https://setshape.com/credit-builder-card) - Build or improve your credit with Credit Builder Card. Get access to secured credit cards with easy approval and reporting to all major credit bureaus.
- [Credzu](https://setshape.com/credzu) - Credzu's compliant credit repair marketplace and escrow platform helps mortgage lenders rescue denied leads and close more loans.
- [Get Shape Complete](https://setshape.com/get-shape-complete) - Browse valuable support resources for quick answers to your questions. Leverage our AI support chat, explore guides, & unlock the full potential of Shape.
- [ShapeUI](https://setshape.com/shapeui) - Shape's CustomUI transforms your CRM and POS into an interface designed around how you think and work.
- [Customer Portal](https://setshape.com/portal) - Shape's POS offers a mobile-optimized, branded digital portal for origination. Boost your business and convert more with an unmatched customer UI journey.
- [Training Courses](https://setshape.com/training-courses) - Courses Learning Paths Lessons Training Video Library Courses Getting Started Daily Workflow Basics Contact Management Lead Management and Routing Marketing & Sales Automation Communication and Calling Tools Team Management System Setup and Customization Reporting and Analytics Integrations and API Tools Security and Compliance Lesson Highlights Lead Creation Overview A guide to adding leads in Shape
- [Training Lessons](https://setshape.com/training-lessons) - Training Lessons Top Courses Getting Started 9 Lessons Daily Workflow Basics 9 Lessons Contact Management 9 Lessons Lessons Link Referral Partners & Providers Learn how to customize your Shape account settings, notifications, and integrations. Dashboards & Reporting Overview Overview of your dashboard, navigation tips, and how Shape helps streamline your daily workflow. Export Loans to
- [Shape Demo Request | Rocket Pro](https://setshape.com/rocket-pro-demo) - Get a free, no-obligation demo with a Shape professional to discover how Shape's all-in-one mortgage CRM can increase productivity and transform your business.
- [SOC Certification](https://setshape.com/soc-certification) - Shape Software meets SOC 2 standards. Discover our dedication to security, privacy, and compliance in handling and safeguarding your data.
- [PCI Policy](https://setshape.com/pci) - Learn how at Shape, we prioritize the security of your payment processing by adhering strictly to the Payment Card Industry Data Security Standard (PCI DSS).
- [HIPAA Business Associate Agreement for Shape Software Inc. “Covered Entity” Clients](https://setshape.com/hipaa) - Trust in Shape Software's commitment to HIPAA standards. Explore how we ensure data privacy, and strive to meet healthcare regulation standards.
- [Support Policy](https://setshape.com/support-policy) - Navigate Shape Software's Acceptable Use Policy. Ensuring a safe & respectful digital environment, our guidelines highlight responsible software use practices.
- [Security](https://setshape.com/security) - Shape Software's robust security spans data centers, networks, and staff. Learn more about our protocols for data safety, redundancy, and network trust.
- [Acceptable Use Policy](https://setshape.com/acceptable-use-policy) - Commit to responsible use with Shape Software. Learn about our guidelines that ensure the safety, respect, and integrity of all Shape users and services.
- [Anti-Spam Policy](https://setshape.com/anti-spam-policy) - Shape Software stands against spam. Discover our strict policies on unsolicited emails, sms, and calls. We prioritize digital safey and integrity.
- [Refund Policy](https://setshape.com/refund-policy) - Review Shape Software's refund terms. Understand when and how you're eligible for a refund, providing a transparent and fair customer experience.
- [Privacy Policy](https://setshape.com/privacy-policy) - Your privacy matters to us. Explore Shape Software's policy on data collection, usage, protection, and your rights. We're committed to transparency.
- [Technical Requirements](https://setshape.com/technical-requirements) - Ensure optimal performance with Shape Software. View our detailed technical specifications for system compatibility, software needs, and hardware requirements.
- [Partner Marketplace](https://setshape.com/partner-marketplace) - Join Shape to access a diverse network of vendors and professionals, boosting efficiency and accelerating your goals.
- [Zillow Group Marketplace](https://setshape.com/zillow-group-marketplace) - Partner with Zillow Group Marketplace to receive high-intent, opted-in borrower inquiries through ZGMI Connect. Built for performance, trust, and lender growth.
- [Shape Partners](https://setshape.com/shape-partners) - Partner with Shape Software to unlock new growth opportunities. Collaborate with a trusted CRM provider and access resources tailored to your success.
- [Learn More | Professional Services](https://setshape.com/learn-more-professional-services) - Elevate your lead management with Shape Professional Services. Optimize workflows, systems, and training to grow sales by 41% through automation.
- [Shape Affiliate Partner](https://setshape.com/affiliate-partner) - Become a Shape Affiliate Earn commissions every time someone you refer becomes a customer. Earn up to 30 percent There’s no cost to join, no minimums, and nothing you have to set up. Just share your link and get paid for every new customer who signs up. Recurring monthly payouts When your referrals stay active,
- [eBook](https://setshape.com/ebook) - Mortgage numbers unpacked. If you want a quick, real look at what drives revenue, speed to contact, conversion rates, and borrower behavior, this deck lays it out in plain language. No filler. Just the numbers that actually shape production. Mortgage CRM, lead management + built-in POS Real data on borrower habits and how timing affects
- [UWM Partner](https://setshape.com/uwm) - Get a free, no-obligation 1:1 demo with a Shape professional to discover how Shape's purpose-built sales and marketing automation tools can transform your business.
- [Pro Mortgage Training - Affiliate Demo Request](https://setshape.com/pro-mortgage-training) - Explore Pro Mortgage Training tools to grow sales by 41% with automation, reducing operational costs and saving significant time with Shape’s all-in-one CRM.
- [FinToolBox Partner](https://setshape.com/fintoolbox) - Get a free, 1:1 demo with a Shape professional to discover how Shape's purpose-built sales and marketing automation tools can transform your business.
- [Contact Sales | Shape Software](https://setshape.com/contact) - Convert 41% more leads with Shape Get a free 1:1 demo and see how Shape brings your sales, marketing, and communication into one unified system. CRM, lead management and smart pipelines Call, text, email + AI communication suite Pre-built marketing content + drag-and-drop CMS Automations, bulk tools and personalized journeys Dashboards, performance insights and reporting
- [Demo Request | Lead Engine](https://setshape.com/lead-engine-demo) - Request a free demo with a Shape professional to see how Shape's CRO-optimized landing pages can help you convert 60% more web traffic into qualified leads.
- [Shape Demo Request | ShapeIQ](https://setshape.com/get-shapeiq) - Get a free, no-obligation demo with a Shape professional and discover how ShapeIQ AI lead scoring can save you time and boost conversions by 30%.
- [Portal Demo | Shape Software](https://setshape.com/portal-demo) - Get a free, no-obligation demo with a Shape professional and discover how you can close deals faster with Shape’s powerful customer portal.
- [Demo Request | Texting](https://setshape.com/demo-request-texting) - Get a free demo and discover how Shape's CRM-powered text automation helps you engage customers in real-time, provide instant support, and boost conversions!
- [Demo Request | Email Automation](https://setshape.com/demo-request-email-automation) - Get a free, no-obligation demo with a Shape professional to discover how Shape's email automation with proven workflows can boost your campaign performance.
- [Demo Request | Dialer](https://setshape.com/demo-request-dialer) - Get a free, no-obligation demo with a Shape professional to discover how Shape's Built-In Dialer and communication tools can transform your business.
- [Demo Request | ShapeAI](https://setshape.com/demo-request-shapeai) - Request a free demo with a Shape expert to see how ShapeAI can transform your business—no obligation, just insights!
- [Shape Demo Request](https://setshape.com/demo) - Convert 41% more leads with Shape Get a free 1:1 demo and see how Shape brings your sales, marketing, and communication into one unified system. CRM, lead management and smart pipelines Call, text, email + AI communication suite Pre-built marketing content + drag-and-drop CMS Automations, bulk tools and personalized journeys Dashboards, performance insights and reporting
- [Shape Demo | Pricing](https://setshape.com/demo-pricing) - Request a free, no-obligation demo with a Shape expert to discover how our powerful sales and marketing automation tools can elevate your business.
- [Shape Demo Request | Debt](https://setshape.com/shape-demo-request-debt) - Get a free demo to see how Shape’s all-in-one debt settlement CRM lets you automate your sales & marketing, manage payments, and close more debt deals.
- [Shape Demo Request | Education](https://setshape.com/education-demo) - Get a free demo to see how Shape’s all-in-one education CRM automates outreach, admissions, & the application process to boost enrollment & improve retention.
- [Shape Demo Request | Solar](https://setshape.com/solar-demo) - Get a free demo to see how Shape’s solar CRM lets you automate sales & marketing, book more appointments, streamline installations, & close more solar deals.
- [Demo Request | Project Ultimate Life](https://setshape.com/demo-project-ultimate-life) - Request a free demo to see how Shape’s purpose-built CRM automates sales and marketing, boosts productivity, and helps you close more deals!
- [Shape Demo Request | Mortgage](https://setshape.com/mortgage-demo) - Get a free, no-obligation demo with a Shape professional to discover how Shape's all-in-one mortgage CRM can increase productivity and transform your business.
- [Demo Request | Small Business](https://setshape.com/demo-request-small-business) - Request a free demo to see how Shape’s purpose-built small business CRM automates sales and marketing, boosts productivity, and helps you close more deals!
- [Shape Demo Request | Insurance](https://setshape.com/insurance-demo) - Get a free, no-obligation demo with a Shape expert to discover how Shape's best-practices insurance CRM can increase productivity & transform your business.
- [Event Demo](https://setshape.com/event-demo) - Save thousands a year with an all-in-one solution. Phone, email, text, eSignatures and over 500+ features pre-built and ready to use in one easy-to-use system.
- [Velocify Comparison](https://setshape.com/velocify-alternatives-competitors) - Shape CRM is the top Velocify alternative. Enjoy advanced lead management, texting, and dialer features, with flexible pricing tailored to your needs.
- [Surefire CRM Comparison](https://setshape.com/surefire-alternatives-competitors) - Compare Surefire vs. Shape: Discover the ultimate Surefire CRM alternative for mortgage pros. Elevate your team's mortgage CRM experience today!
- [Total Expert Comparison](https://setshape.com/total-expert-alternatives-competitors) - Compare Shape vs Total Expert mortgage CRM. Shape offers AI lead scoring, SMS templates, and POS tools that Total Expert lacks. Get a demo.
- [Salesforce Comparison](https://setshape.com/salesforce-alternatives-competitors) - Shape CRM is the complete mortgage solution with built-in telephony, marketing templates, and referral tracking. Unlike Salesforce, everything is included.
- [Richochet360 Comparison](https://setshape.com/richochet360-alternatives-competitors) - Compare Shape vs Richochet360 mortgage CRM. Shape offers AI lead scoring, 1000+ templates, and mass texting that Richochet360 lacks. Get a demo.
- [MLOFLO Comparison](https://setshape.com/mloflo-alternatives-competitors) - Looking for a MLOFLO alternative? Shape Software’s all-in-one mortgage CRM adds multi-pipeline management, AI lead scoring & built-in VoIP. Book a demo.
- [LoanOfficerCRM Comparison](https://setshape.com/loanofficercrm-alternatives-competitors) - Need a LoanOfficerCRM alternative? Shape Software's mortgage CRM unifies multi-pipeline views, AI scoring, built-in VoIP & 1K+ templates. Book a demo.
- [LeadMailBox Comparison](https://setshape.com/leadmailbox-alternatives-competitors) - Searching for a LeadMailBox alternative? Shape Software’s all-in-one mortgage CRM includes AI lead scoring, built-in VoIP & 1,000+ marketing templates.
- [Jungo Comparison](https://setshape.com/jungo-alternatives-competitors) - Explore the top Jungo CRM alternatives for mortgage professionals. Compare features, integrations, and pricing to find the right CRM solution for your lending business.
- [Insellerate Comparison](https://setshape.com/insellerate-alternatives-competitors) - Looking for an Insellerate alternative? Shape Software’s all-in-one mortgage CRM delivers AI lead scoring, built-in VoIP & ready-made campaigns - book a demo.
- [Empower LO Comparison](https://setshape.com/empowerlo-alternatives-competitors) - Looking for an Empower LO alternative? Discover Shape Software an all-in-one mortgage CRM with AI lead scoring, drip campaigns & built-in VoIP. Demo today.
- [Bonzo Comparison](https://setshape.com/bonzo-alternatives-competitors) - Shape CRM is the comprehensive solution with built-in telephony, AI lead scoring, and full marketing automation. Unlike Bonzo, everything is integrated—no external tools needed.
- [BN Touch Comparison](https://setshape.com/bn-touch-alternatives-competitors) - Looking for BNTouch alternatives? Discover leading CRM options that offer more flexibility, automation, and value for mortgage lenders and loan officers.
- [Big Purple Dot Comparison](https://setshape.com/big-purple-dot-alternatives-competitors) - Shape CRM is the complete solution with modern VoIP calling, partner tracking, and marketing automation. Unlike Big Purple Dot, everything works without Flash Player.
- [Aidium Comparison](https://setshape.com/aidium-alternatives-competitors) - Shape CRM is the all-in-one business solution with integrated VoIP, marketing automation, and partner tracking. Unlike Aidium, everything is included—no add-ons needed.
- [AI for Mortgage](https://setshape.com/shape-ai-mortgage) - Shape CRM’s AI calling and texting tools help lenders reach leads faster, stay compliant, and automate every step from first contact to closing.
- [AI for Insurance](https://setshape.com/shape-ai-insurance) - Shape AI helps insurance agencies respond instantly, boost sales, and retain clients with 24/7 AI calling, texting, and smart policy follow-ups.
- [Top AI-Powered Debt Settlement CRM | Shape](https://setshape.com/debt-settlement) - The #1 Debt Settlement CRM to track clients, automate follow-ups, and stay compliant. Boost productivity and close more accounts with Shape.
- [Top-Rated Small Business CRM | Shape](https://setshape.com/small-business-crm) - The #1 AI-Powered Small Business CRM that helps you grow without complexity. Manage contacts, automate workflows, and track every deal.
- [Top Education CRM for Admissions & Student Management | Shape](https://setshape.com/education) - Shape's Education CRM let's you experience top-tier marketing tools, enrollment automation, and 500+ features, all within one AI-automated solution.
- [Top Solar CRM for Installers & Dealers | Shape](https://setshape.com/solar) - The #1 AI-Powered Solar CRM trusted by fast-growing solar companies. Centralize leads, automate workflows, and increase installations with Shape.
- [Lendgo](https://setshape.com/lendgo) - Lendgo helps homeowners compare mortgage rates, explore refinancing options, and connect with top lenders to secure the best loan for long-term savings.
- [Homebot](https://setshape.com/homebot-2) - Homebot helps loan officers & real estate agents drive repeat business with personalized home insights, refinancing tips & wealth-building tools.
- [Bankrate](https://setshape.com/bankrate) - Bankrate is your go-to resource for making informed financial decisions. A leading provider of financial information and services.
- [CIC Credit](https://setshape.com/cic-credit) - CIC Credit is a leader in providing comprehensive credit solutions for businesses and financial institutions with over a century of experience.
- [Zillow](https://setshape.com/zillow) - Zillow is the leading real estate marketplace that connects buyers, sellers, and renters with the perfect homes using advanced technology and insights.
- [Twilio](https://setshape.com/twilio) - Twilio is the world’s leading cloud communications platform that empowers businesses to connect with customers through voice, video, messaging, and email.
- [SolarReviews](https://setshape.com/solarreviews) - SolarReviews empowers homeowners with expert reviews, accurate savings calculators, and unbiased solar company ratings to simplify the switch to clean energy.
- [Loanzify](https://setshape.com/loanzify) - Loanzify is a modern mortgage POS platform with interactive apps, real-time updates, and automation to boost borrower engagement and loan officer productivity.
- [LenderHomePage](https://setshape.com/lenderhomepage) - LenderHomePage delivers customizable mortgage websites, apps, and POS tools with seamless LOS integration, lead generation, and realtor partnership solutions.
- [Webinars](https://setshape.com/webinars) - Master your Shape system with our expert-led webinars! Join live weekly training sessions, access personalized support, browse tutorials, & more.
- [Shape Support Guides](https://setshape.com/all-guides) - Access Shape Software’s support guides for tutorials, troubleshooting tips, and documentation to help you get the most out of Shape.
- [Shape Comparison Guides](https://setshape.com/shape-comparison-guides) - Explore Shape Software’s competitor comparisons. See how we stack up against other platforms to help you choose the best solution for your business.
- [AIME](https://setshape.com/aime-brokers-are-better) - Meet Shape's trusted partner, the AIME Brokers Are Better Network. Discover tools designed to streamline processes, boost productivity, & empower your brokerage.
- [RGR Marketing](https://setshape.com/rgr-marketing) - Best data on the professionals and companies in the mortgage industry and real estate industry. Most superior date intelligence product for recruiting.
- [LendingWise](https://setshape.com/lendingwise) - Best data on the professionals and companies in the mortgage industry and real estate industry. Most superior date intelligence product for recruiting.
- [Zapier](https://setshape.com/zapier) - Zapier is a powerful automation platform designed to connect thousands of apps, allowing users to automate repetitive tasks and streamline workflows with ease.
- [RingCentral](https://setshape.com/ringcentral) - RingCentral is a leading cloud communications and collaboration platform that empowers businesses to connect, collaborate, and communicate more effectively.
- [QuoteWizard](https://setshape.com/quotewizard) - QuoteWizard pairs insurance agents, brokers, and carriers to current insurance shoppers with high converting insurance lead and call products.
- [Next Call Club](https://setshape.com/next-call-club-partner) - Turn cold leads into warm leads and close more clients and improve ROI with Next Call Club. Services include telemarketing consulting and lead buying.
- [Mortgage Research Center](https://setshape.com/mortgage-research-center) - Mortgage Research Center (MRC) is a comprehensive platform dedicated to providing in-depth information and resources on mortgages and real estate.
- [LendingTree](https://setshape.com/lendingtree) - Connect with mortgage leads using LendingTree integration. Convert prospects into genuine opportunities with a trusted lead marketing platform.
- [Lead Genesis](https://setshape.com/lead-genesis) - Lead Genesis is a provider of internet marketing and residential solar lead generation services. It's the best platform for powerful lead generation solutions.
- [Gravity Forms](https://setshape.com/gravity-forms) - Gravity Forms is the leading form builder for WordPress that empowers you to create custom forms with ease.
- [Enrollment Resources](https://setshape.com/enrollment-resources) - Meet Shape's valued partner, Enrollment Resources, a leader in enrollment management and marketing solutions for educational institutions.
- [Authorize.Net](https://setshape.com/authorizenet) - Authorize.Net is a powerful payment gateway service that enables businesses to accept payments online, in person, and through mobile devices.
- [ActiveProspect](https://setshape.com/activeprospect) - ActiveProspect empowers businesses to conduct compliant marketing campaigns. It is the highest standard for documenting prior express written consent.
- [Write a Review](https://setshape.com/write-a-review) - Write a Shape Software review. We value our customers and look forward to your feedback on how Shape CRM works for your business.
- [Using Toll Free Numbers for Texting](https://setshape.com/using-toll-free-numbers-for-texting) - A Workaround to 10DLC Texting: Toll-Free Numbers If you want to avoid the hassle of 10DLC registration and the consequences that come with it, using toll-free numbers is a viable alternative. Toll-free numbers offer generous message volume limits and can be obtained quickly. What are Toll-Free Numbers? Most of us are familiar with toll-free numbers
- [Verse.ai](https://setshape.com/verseai) - Verse.ai the cutting-edge conversational AI platform that transforms the way businesses engage with leads.
- [Stripe](https://setshape.com/stripe) - Stripe is a comprehensive financial infrastructure platform designed to facilitate online payment processing and support various business operations.
- [QuickBooks](https://setshape.com/quickbooks) - QuickBooks, developed by Intuit, is a leading accounting software solution designed to streamline financial management for small and medium-sized businesses.
- [PayTrace](https://setshape.com/paytrace) - In the world of payment processing, PayTrace stands out as a trusted partner for businesses, particularly those in the B2B space.
- [Onboarding](https://setshape.com/onboarding) - Welcome to Shape! Maximize your CRM experience with our new customer onboarding resources designed to ensure a smooth and successful start.
- [NMI](https://setshape.com/nmi) - Leverage Shape Software's robust features like lead scoring, email automation, and a built-in phone dialer for seamless business operations.
- [Mailchimp](https://setshape.com/mailchimp) - With Mailchimp you can get more opens, clicks, and sales. Work with the #1 email marketing solution that now has SMS capabilities.
- [Loom](https://setshape.com/loom) - Optimize lead management with Shape’s Loom features, including email automation, text messaging, and scoring, to convert traffic into actionable opportunities.
- [LendingPad](https://setshape.com/lendingpad) - LendingPad provides a comprehensive web-based loan origination system tailored to meet the specific needs of mortgage lenders.
- [LendingDox](https://setshape.com/lendingdox) - LendingDox is the premier platform for loan document management designed to simplify the complex processes involved in lending.
- [LeadPoint](https://setshape.com/leadpoint) - LeadPoint offers a performance advertising platform specializing in the buying and selling of leads with a focus on transparency, control, and value.
- [iSoftpull](https://setshape.com/isoftpull) - iSoftpull emerges as a leader in reliable tools to assess creditworthiness, offering innovative solutions that streamline the credit evaluation process.
- [IntroLend](https://setshape.com/introlend) - Meet Shape's trusted partner, IntroLend. Learn more about their innovative solutions to streamline lending processes and empower business success.
- [iLeads](https://setshape.com/ileads) - iLeads is in lead generation to become a premier provider of customer acquisition solutions by integrating lead analytics and custom data services
- [Homebot](https://setshape.com/homebot) - Homebot is the leading platform that transforms the way homeowners and real estate professionals manage wealth through homeownership.
- [Encompass](https://setshape.com/encompass) - Encompass® by ICE Mortgage Technology®, the mortgage industry’s most popular end-to-end digital mortgage solution.
- [DNC](https://setshape.com/dnc) - DNC provides comprehensive solutions to help businesses with the National Do Not Call (DNC) registry and the Telephone Consumer Protection Act (TCPA).
- [Calendly](https://setshape.com/calendly) - Calendly is the leading scheduling automation platform that makes it easy for businesses and individuals to connect with others.
- [BombBomb](https://setshape.com/bombbomb) - Bombomb helps you turn emails into measured results with video messaging. Close deals faster and share ideas easier. Keep customers happier.
- [API Status Code Responses](https://setshape.com/api-status-code-responses) - Understand Shape CRM API's status code responses. Learn about 2XX success codes and 4XX error codes to troubleshoot and optimize your API requests.
- [Shape + Rocket Pro](https://setshape.com/shape-rocket-pro) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [Shape Software Brand Assets](https://setshape.com/shape-assets) - Access Shape Software's branding essentials. From logos to color schemes, ensure consistent and impactful representation of our trusted brand.
- [All Blogs](https://setshape.com/all-blogs) - Dive into insights, tips, and updates from Shape Software. Our blog offers valuable content on technology innovations, industry news, and best practices.
- [Custom Email Authentication](https://setshape.com/custom-email-authentication) - Learn more about Shape's email infrastructure and delivery service. Users can send, receive, and manage email communication all within Shape's interface.
- [10DLC Guide](https://setshape.com/10dlc-guide) - Register for 10DLC in Shape CRM to ensure text messaging compliance. Prevent message filtering and maintain reliable communication with your audience.
- [Mobile App Walkthrough](https://setshape.com/mobile-app-walkthrough) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [Support Guides](https://setshape.com/support-guides) - Browse valuable support resources for quick answers to your questions. Leverage our AI support chat, explore guides, & unlock the full potential of Shape.
- [Shape AI Calling Agents](https://setshape.com/ai-calling) - Your 24/7 AI call agent to answer leads, qualify prospects, and boost sales with smart follow-up. Save time and grow your business effortlessly.
- [Shape Monitor](https://setshape.com/shape-monitor) - Get real-time credit alerts and high-intent triggers with Shape. Reach out before competitors and add ROI to your CRM effortlessly.
- [ShapeIQ Lead Scoring](https://setshape.com/shapeiq) - Shape IQ revolutionizes lead management with AI smart lead scoring. Identify high-potential leads, empower your sales team, and amplify growth efficiently.
- [TrustEngine](https://setshape.com/trustengine) - TrustEngine is a borrower intelligence platform for lenders, leveraging data, technology, and expertise to optimize lender and borrower success.
- [Survey Loop](https://setshape.com/survey-loop) - Survey Loop offers a unique customer experience platform, creating a conversational feedback loop at every stage of the customer journey.
- [STRATmkg](https://setshape.com/stratmkg) - STRATmkg is a leader of innovative marketing solutions that empower businesses to reach their full potential by leveraging advanced marketing technology.
- [Retr](https://setshape.com/retr) - Best data on the professionals and companies in the mortgage industry and real estate industry. Most superior date intelligence product for recruiting.
- [Rebel IQ](https://setshape.com/rebeliq) - Rebel IQ is the cutting-edge digital marketing platform designed to help businesses generate leads, and drive growth through innovative strategies.
- [Path LOS](https://setshape.com/path-los) - Path LOS by Calyx, the premier Loan Origination Software (LOS) designed to streamline and optimize the mortgage lending process.
- [Optimal Blue](https://setshape.com/optimal-blue) - Optimal Blue provide mortgage capital markets technology. Lenders can optimize their advantage from pricing accuracy to margin protection.
- [Meridian Link](https://setshape.com/meridianlink) - MeridianLink, where cutting-edge financial technology meets innovative solutions designed to empower lenders, banks, and credit unions.
- [Loansifter](https://setshape.com/loansifter) - Loansifter by Optimal Blue is a powerful product, pricing and eligibility (PPE) engine that supports best execution searches across 120+ wholesale investors.
- [Lightspeed Voice](https://setshape.com/lightspeed-voice) - Lightspeed Voice provides cutting-edge VOIP technology and unparalleled customer service to deliver the best communication solutions for your business.
- [Handywritten](https://setshape.com/handwrytten) - Handwrytten is a service that automates the creation and delivery of personalized, handwritten notes, combining traditional correspondence with technology.
- [Finlocker](https://setshape.com/finlocker) - FinLocker offers the solution to empower lenders to provide their customers with personalized financial solutions and a path to homeownership.
- [Everquote Insurance Marketplace](https://setshape.com/everquote) - Insurance information and lead generation to empower our customers to better protect life's most important assets - their family, property, and future.
- [Clever Real Estate](https://setshape.com/clever-real-estate) - Clever Real Estate is where advanced technology meets expert real estate guidance to help you sell your home for less and buy your dream property with ease.
- [Become a Partner](https://setshape.com/become-a-partner) - Shape's CRM platform contains the best marketing suite, sales automation, and 500+ features all in one easy-to-use software
- [Professional Services](https://setshape.com/pro) - Learn more about Shape Professional Services. Here to help you elevate your lead management strategy with expert system and administrative optimization.
- [Lead Management](https://setshape.com/lead-management) - Boost sales with our smart lead management CRM. Convert, capture, and prioritize leads effortlessly with AI scoring and seamless communication tools.
- [Shape CMS Design Studio](https://setshape.com/cms) - Market better and create smarter with our fully integrated print and digital content creation and management system—seamlessly built into your CRM.
- [Shape CRM - Advanced AI-Powered Solutions for Business](https://setshape.com/shapeai) - Shape's AI-powered CRM optimizes business automation. Leverage AI-enhanced content, streamline workflows, increase customer engagement, and maximize ROI.
- [The Best CRM and Dialer](https://setshape.com/crm-and-dialer) - The best in class contact center CRM with dialer. Explore a platform that combines world-class automation with an enterprise VOIP and CRM.
- [Email Automation Software](https://setshape.com/email-automation-software) - Discover the best CRM with sales and marketing email automation for sales
- [CRM Text Messaging](https://setshape.com/crm-text-messaging) - Discover the best CRM text messaging platform. Engage more with two-way SMS, MMS, GIFs, and enterprise text automation.
- [Mobile App](https://setshape.com/mobile-app) - Stay connected anytime with Shape CRM's mobile app. Access all our features, prioritized views, notes, texts, and calls effortlessly from your mobile device.
- [Shape Lead Engine: Maximize Your Deal Closing](https://setshape.com/lead-engine) - Shape's Lead Engine is designed to maximize lead conversion. Harness custom CRO website templates, intuitive scheduling pages, and efficient lead funnels.
- [Branching Model](https://setshape.com/branching-model) - Solve the multi-location CRM challenge with Shape's exclusive branching model that drives higher adoption while maintaining complete corporate visibility.
- [Payment Automation Network](https://setshape.com/payment-automation-network) - Simplify and automate your payment processes with Shape's Payment Automation Network. Improve efficiency, reduce errors, and keep client transactions smooth and secure.
- [leadPops](https://setshape.com/leadpops) - Boost lead generation with Shape + LeadPops integration. Capture more qualified mortgage leads and streamline your sales funnel with smart landing pages and automation.
- [Plivo](https://setshape.com/plivo) - Enhance your communications with Shape’s Plivo integration. Send SMS, automate calls, and streamline client engagement with a powerful phone system built into your CRM.
- [Arlo](https://setshape.com/arlo) - Discover Arlo, the AI-driven loan processor that automates document collection, ensuring complete and compliant mortgage applications with minimal manual effort.
- [Floify Comparison](https://setshape.com/floify-alternatives-competitors) - Get Started Looking for the best Floify alternative? See why customers feel Shape is the better overall mortgage CRM. Get a Demo Compare Floify vs Shape Floify vs. Shape Floify Monthly Cost Offer customers a simple & secure hub to generate new leads, complete applications, upload documents, and more. Streamline your loan process, create a
- [Whiteboard CRM Comparison](https://setshape.com/whiteboard-alternatives-competitors) - Get Started Looking for the best Whiteboard alternative? See why customers feel Shape is the better overall mortgage CRM. Get a Demo Compare Whiteboard vs Shape Whiteboard vs. Shape Whiteboard Deluxe Marketing Features Shape’s marketing suite including email/text templates, videos, and hundreds of other marketing materials are free. Whiteboard charges an additional monthly fee
- [Pricing](https://setshape.com/pricing) - Gain the competitive edge with Shape Software: Compare our pricing with an unbeatable cost-to-feature ratio and choose the perfect plan for your business.
- [Arive](https://setshape.com/arive) - Arive is the all-in-one mortgage origination platform designed to empower brokers with cutting-edge tools and seamless technology.
- [Go Growth Coaching and GO Creative](https://setshape.com/go) - Get started with Shape and our trusted partner at Growth Only Coaching today!
- [Google Chrome](https://setshape.com/google-chrome) - Shape CRM integrates with Google Chrome for seamless lead management. Access communication tools, scoring, and automation directly in your browser.
- [Solar Exclusive](https://setshape.com/solar-exclusive) - Solar Exclusive streamlines lead generation for solar companies by providing access to qualified leads, minimizing competition, and driving higher conversion rates.
- [Toll Free Number Request](https://setshape.com/toll-free-number-request) - Request toll-free numbers in Shape CRM. Simplify communication with customers and improve accessibility using your chosen area codes.
- [Toll Free Verification](https://setshape.com/toll-free-verification) - Increase Sending Limits Toll-free Verification "*" indicates required fields Phone This field is for validation purposes and should be left unchanged. Business Name* Business Contact Name* Business Contact Email* Business Contact Phone* Registered Business Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint
- [Comparison](https://setshape.com/comparison) - Use Shape Software’s comparison tools to evaluate options, refine decisions, and confidently choose the best path for growth.
- [What is Shape? | For Clients](https://setshape.com/what-is-shape-for-clients) - What is Shape? Learn about Shape in 3 minutes Curious about Shape's all-in-one solution and what it can do for you? Our short 3 minute video showcases its top features and tools. Check it out! "*" indicates required fields Phone This field is for validation purposes and should be left unchanged. First Name* Last Name*
- [What is Shape? | For Partners](https://setshape.com/what-is-shape-for-partners) - What is Shape? Learn about Shape in 3 minutes Curious about Shape's all-in-one solution and what it can do for you? Our short 3 minute video showcases its top features and tools. Check it out! Trusted and loved by 100,000 users and growing 4.8/5 ― from 2,000 reviews Mobile app walkthrough 1. Getting Started 2.
- [Excel Realty & Mortgage](https://setshape.com/excel-realty-mortgage) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with
- [Affiliate Demo Request | Next Call Club](https://setshape.com/next-call-club) - Welcome from our partner: Next Call Club #1 Insurance CRM Software Close 35% more insurance policies Policy Tracking Increase applications and manage thousands of leads and customers at once with the full suite of Shape automation and marketing features. Policy Renewals Track customers and their policies to maximize renewals and cross-selling opportunities. Communications Suite Manage
- [Page not Found](https://setshape.com/page-not-found) - Grow sales 41% with an all-in-one automated sales and marketing solution See custom solutions unique for your industry: Mortgage Solar Education Debt Small Business Get a Demo Buy Now Trusted and loved by 21,000 users and growing 4.8/5 ― from 1,014 reviews Integrate with thousands of your favorite apps Save time & money with one

## Landing Pages

- [Login Page Announcements](https://setshape.com/login-page-announcements/) - 🚀 Shape Elevating Your Technology Continuously innovating with 1,000+ updates this year! New Feature The New Conversations Center is Here 🎉 Manage calls, texts, emails, notes, and more all in one place with our new and improved Conversations Center. Some Highlights: One centralized communication history Real-time conversation updates Respond faster from a single screen Filter

## Comparison

- [Database Segmentation](https://setshape.com/comparison/database-segmentation) - Segment your database with Shape Software for better engagement. Organize contacts, create contextual content, and build meaningful relationships.
- [Duplicate Flagged Records Reports](https://setshape.com/comparison/duplicate-flagged-records-reports) - The integrity of your data is key for any CRM to do its job effectively, so it is vital to be able to monitor, identify, and address duplicate records. Duplicate records reports allow you to determine a set of rules for duplicate contacts, provides a count of how many records have been flagged by the
- [Custom Reporting](https://setshape.com/comparison/custom-reporting) - The custom reporting feature allows you to create report templates based on any combination of criteria, with many formatting options so it’s tailored to your team and goals. You can create custom reports to pull data and analyze metrics, filter, group, sort & sum to get an overview of results, measure conversion rates throughout specific
- [Data Storage](https://setshape.com/comparison/data-storage) - Storage is divided into 2 main categories - file storage and data storage. File storage is allocated space to store files (e.g., attachments, user photos, and documents). Data storage is allocated space used to store records (e.g., Leads, Contacts, etc).
- [Integrated Telephony & VoIP Services](https://setshape.com/comparison/integrated-telephony-voip-services-2) - Centralize communication with Shape Software’s integrated VoIP services. Access calls, texts, and emails in one platform with automated logging.
- [System Implementation & Training Help – Shape Software](https://setshape.com/comparison/system-implementation-training-with-specialist-2) - Get started with Shape Software through guided implementation and training by a specialist. Optimize your setup and workflows for maximum efficiency.
- [Document Sharing & Storage](https://setshape.com/comparison/document-sharing-storage) - Store and share files, collaborate on projects, and bring your best ideas to life—whether you're working alone or with colleagues and clients. All your files are backed up to the cloud and available online.
- [Sequencial Call Queue Power Dialing](https://setshape.com/comparison/sequencial-call-queue-power-dialing) - More dials, more meaningful conversations, more revenue. Built specifically for sales, the call features are designed to keep sales reps productive and increase the odds of connecting. Call queues work off of prioritized lists to keep your users focused on the activities that lead to more revenue.
- [Personalize With Data Merge Tokens – Shape Software](https://setshape.com/comparison/personalization-through-data-merge-tokens) - Merge Tags (also known as Personalization Fields or Data Tags) allow you to customize templates (such as email, text, etc.) to customize each template specific to the customer, and to keep your customers more engaged. These tags pull from the fields in your system.
- [Customer Portal Reports](https://setshape.com/comparison/customer-portal-reports) - Track performance with Shape Software's customer portal reports. Measure engagement and responsiveness with real-time, filterable analytics data.
- [Email Templates](https://setshape.com/comparison/email-templates) - Save time with Shape Software's email templates. Use pre-built or customizable templates to streamline lead acquisition and customer retention efforts.
- [3.2 & 3.4 File Generation for Mortgage Loans – Shape Software](https://setshape.com/comparison/3-2-3-4-file-generation-mortgage-specific) - Generate 3.2 & 3.4 mortgage files with Shape Software. Simplify electronic data exchange for complete loan and commitment reporting.
- [Bi-Directional Texting](https://setshape.com/comparison/bi-directional-texting) - Simplify texting with Shape Software’s bi-directional SMS platform. Send, receive, and track messages with voice dictation, notifications, and 10DLC support.
- [Static & Dynamic Communication Lists](https://setshape.com/comparison/static-dynamic-communication-lists) - Create static & dynamic lists for reporting, communication, and organization purposes. A static list is one in which you select and manually add members to the list. Once the list is created, it doesn't change over time unless you add or subtract members. A dynamic marketing list is one in which you create a query
- [Mass Text Blast Marketing](https://setshape.com/comparison/mass-text-blast-marketing) - Market effectively with Shape Software’s mass text blast feature. Send personalized bulk texts to thousands of subscribers for promotions and engagement.
- [Survey-Style Questionnaire](https://setshape.com/comparison/survey-style-questionnaire) - A smooth and simple interface guides customers through their application, by leveraging visual cues and intelligent routing. For loan originators, a web-based loan application must be brandable, flexible to their needs, and capable of automating as many front-end tasks as possible.
- [Duplicate Management & Merging Records](https://setshape.com/comparison/duplicate-management-merging-records-2) - Keep your database clean with Shape Software's duplicate management. Automate or manually merge records using matching rules and preferences.
- [Data Export](https://setshape.com/comparison/data-export) - Data export tools provide a convenient way to obtain a copy of your data, either for backup, for external reporting, or for importing into a different system. The data is exported as a set of comma-separated values (CSV) files.
- [Advanced HTML Note Taking](https://setshape.com/comparison/advanced-html-note-taking) - Take detailed notes with Shape Software's advanced HTML features. Securely organize customer data with permissions, activity logs, and history tracking.
- [Attach Docs to Emails & Templates in Shape – Shape Software](https://setshape.com/comparison/attach-documents-to-emails-email-templates) - One of the fundamental uses of email is to share photos and other files with the email recipient(s). Attach files to 1:1 email sending as well as email templates for bulk emailing.
- [Recent Historical Data Export Tracking](https://setshape.com/comparison/recent-historical-data-export-tracking-2) - Data export allows you to run reports and save them to CSV files for backup purposes, external reporting, and importing into other systems. Exported files from your system are saved for up to 48 hours for tracking purposes, and for easy downloading.
- [Soft Credit Pull Integration](https://setshape.com/comparison/soft-credit-pull-integration) - Perform soft credit pulls with Shape Software’s integration. Access tri-merge reports instantly, 24/7, directly from the cloud-based customer portal.
- [Call Recording Report](https://setshape.com/comparison/call-recording-report) - Track call data with Shape Software’s recording reports. Access audio files, call stats, and team performance for comprehensive analysis.
- [Call Blast Distribution](https://setshape.com/comparison/call-blast-distribution) - Reduce customer wait times with Shape’s call blast distribution. Ring all agents simultaneously, ensuring the fastest connection for incoming calls.
- [User Availability & Login Session Reports – Shape Software](https://setshape.com/comparison/user-availability-login-session-reports) - User availability & session reports display information about each user that details their preferences, login sessions, last password reset dates and times, availability, and login sessions. These reports offer a great way to audit user access and time spent within the system.
- [Call, Text, and Email Actions on Lists – Shape Software](https://setshape.com/comparison/call-text-email-actions-on-list-pages) - Quickly manage calls, texts, and emails from Shape’s list pages. Create tasks, take notes, and schedule events directly from record details.
- [Scheduled Bulk Email Report](https://setshape.com/comparison/scheduled-bulk-email-report) - Schedule and track email campaigns with Shape Software. Personalize bulk emails, monitor engagement, and set automated follow-ups for efficiency.
- [PDF & Word Doc Branded Auto-Fill Flyers Now – Shape Software](https://setshape.com/comparison/pdf-ms-word-doc-branded-auto-fill-flyers) - Pre-fill customer documents with Shape Software’s automated templates. Generate PDFs or Word flyers, map tokens, and enable eSignature solutions.
- [Milestone Tracking](https://setshape.com/comparison/milestone-tracking) - Track milestones effortlessly with Shape’s customizable drip campaigns. Keep customers and stakeholders informed with streamlined updates.
- [Heads Up Display Live Call Monitoring](https://setshape.com/comparison/heads-up-display-live-call-monitoring) - Monitor live calls seamlessly with Shape Software’s HUD tools. Set presence, permissions, and access listen features for effective call oversight.
- [Display Ad Marketing](https://setshape.com/comparison/display-ad-marketing) - Boost marketing efforts with Shape Software’s display ad tools. Design and deploy banner, mobile, and video ads to align with audience preferences.
- [Template Management](https://setshape.com/comparison/template-management) - Streamline resources with Shape Software’s template management. Create, store, and use email, text, call scripts, PDFs, and more in one cloud-based system.
- [Google Auto-Fill & Maps Integration in Shape – Shape Software](https://setshape.com/comparison/google-predictive-address-auto-fill-maps-integration) - Optimize addresses with Google’s predictive auto-fill in Shape Software. Match and interact with locations using Maps’ autocomplete and detailed controls.
- [Round Robin Call Distribution](https://setshape.com/comparison/round-robin-call-distribution) - Using a round robin step, you can sequentially route phone calls to multiple destination numbers in a queue. You can set a specific amount of time that each number in the queue should ring before moving on to the next number.
- [Activity Timelines](https://setshape.com/comparison/activity-timelines-2) - View user interactions effortlessly with Shape Software's activity timelines. Access events, tasks, and audit trails in chronological order on activity logs.
- [Company Document Storage & Guidelines](https://setshape.com/comparison/company-document-storage-guidelines) - Organize and share vital resources with Shape Software’s document storage. Publish content and guidelines to ensure team access and efficient distribution.
- [Internal & External Call Transfers – Shape Software](https://setshape.com/comparison/internal-external-call-transfers-conferencing) - Enhance collaboration with Shape Software’s call transfer and conferencing. Move live calls or host multiple participants easily with an intuitive dialer.
- [Track Calls, Texts, Emails Totals – Shape Software](https://setshape.com/comparison/totals-most-recent-calls-texts-emails-list-tracking-columns) - Track communication metrics with Shape Software’s dynamic columns. Monitor totals, sort interactions, and filter calls, texts, and emails for actionable insights.
- [QuickFire Connect Distribution](https://setshape.com/comparison/quickfire-connect-distribution) - Distribute inbound leads instantly with QuickFire Connect by Shape Software. Notify users, reduce contact delays, and ensure faster lead engagement.
- [Advanced Data Export](https://setshape.com/comparison/advanced-data-export) - Data export tools provide a convenient way to obtain a copy of your data, either for backup, for external reporting, or for importing into a different system. The data is exported as a set of comma-separated values (CSV) files.
- [Text Messaging Inbox](https://setshape.com/comparison/text-messaging-inbox) - The SMS inbox is where you can view all of your accounts’ incoming and outgoing texts. At a glance, you can see who sent and received messages, and when. In addition to messages, your SMS inbox may also contain templated replies.
- [Conditional Call Flow Rules](https://setshape.com/comparison/conditional-call-flow-rules) - A call flow is a road map to how calls will be handled from the moment they enter the phone system to the end of the call. Call flows can be used to handle even the most complex call scenarios and enable great customer care.
- [Text Templates](https://setshape.com/comparison/text-templates) - Text messaging templates provide pre-set text that can be used to quickly send common text messages without typing the message itself. This feature lets you send those replies simply by choosing them from a menu, instead of typing out the whole phrase if manually sending. Text templates support variable data merge tokens and are also
- [Customer Document Storage & Sharing](https://setshape.com/comparison/customer-document-storage-sharing) - Effortlessly store, share, and collaborate on files with Shape Software’s secure cloud storage—organized, accessible, and backed up in real time.
- [Missed Call Reports](https://setshape.com/comparison/missed-call-reports) - Track missed opportunities with Missed Call Reports, ensuring timely follow-ups to convert potential sales and minimize lost leads.
- [Services & Product Management](https://setshape.com/comparison/services-product-management) - Manage your business offerings efficiently with Services & Product Management, which organizes and simplifies product additions for sales opportunities.
- [Automated Document Gathering – Shape Software](https://setshape.com/comparison/automated-document-gathering-through-smart-lists-responses) - Make it simple for your customers to know exactly what is on their needs-list, and even easier to get it to you. Quickly collect accurate supporting documentation from your borrowers in a secure, centralized, digital environment.
- [Contact Management](https://setshape.com/comparison/contact-management) - Easy management and organization of your customers, accounts, contacts, vendors, and more. A contact management system helps businesses keep customer contact details up to date, track customer interactions, and manage customer accounts. It is designed to help businesses improve customer relationships and customer lifetime value (CLV).
- [Inbound Call Routing](https://setshape.com/comparison/inbound-call-routing) - Ensure seamless communication with Inbound Call Routing, which efficiently manages incoming calls using IVR, conditional sets, and custom distribution rules.
- [Custom Configuration & Consulting – Shape Software](https://setshape.com/comparison/custom-configuration-consulting-implementation) - Take advantage of Custom Configuration & Consulting services to tailor the system’s behavior to your business needs, including setting up campaigns, templates, and role-based permissions.
- [Batch Action Reports](https://setshape.com/comparison/batch-action-reports) - Batch action is a method of running high-volume, repetitive tasks to process, collect and store data during an event called a “batch window.” Batch action reporting helps improve business efficiency by allowing companies to prioritize and review time-sensitive jobs and schedule batch processes for those that are not as time-sensitive.
- [Video Marketing](https://setshape.com/comparison/video-marketing) - Strengthen connections with video marketing through Shape, delivering engaging, easy-to-understand visual messages to build better relationships.
- [Online Written Step-by-Step Guides](https://setshape.com/comparison/online-written-step-by-step-guides) - Enhance user experience with Shape’s step-by-step written guides, providing clear instructions for new and experienced users to navigate the system.
- [System Setup & Training Support – Shape Software](https://setshape.com/comparison/system-implementation-training-with-specialist) - Let a trained specialist set up your account for you. Our implementation program provides guidance, phone support, and training to help you get the most out of Shape Software.
- [Call Scripts](https://setshape.com/comparison/call-scripts) - Boost call compliance with scripts that guide your agents through complex conversations. Allow your agents to see customer info and the call script with variable merge tokens directly embedded in the script. Have the script open in the integrated dialer slideout, while looking at, and updating customer record details, all on one screen.
- [Responsive, Cloud-Based Software](https://setshape.com/comparison/responsive-cloud-based-software) - Access Shape’s cloud-based software from anywhere with Wi-Fi, ensuring seamless performance across devices without requiring a mobile app.
- [Note Log Reports](https://setshape.com/comparison/note-log-reports) - Note logs reveal all the notes inputted from team members from calls, emails, texts, and other records. Notes leave a trail to document interactions and allow management to audit various records. Notes can be attached to document the customer journey throughout the sales process.
- [Mobile App for Smartphones](https://setshape.com/comparison/mobile-app-for-smartphones) - A mobile app is a type of application designed to run on a mobile device, which can be a smartphone or tablet. Mobile apps manage to provide users with quality services and experiences viewed and used on smaller devices. Even though device technology today is very sophisticated, mobile app functionality remains narrowly functional. Shape’s cloud-based
- [Prioritization Rules](https://setshape.com/comparison/prioritization-rules) - Prioritization rules save your users valuable time and provide needed focus on optimal activities strategies. These well-defined sales process and contact strategies greatly improve productivity and sales results. Work off of segmented, rule-based prioritized lists or blind queues to optimize your reps’ time and productivity.
- [Customizable Settings, Templates & Docs – Shape Software](https://setshape.com/comparison/customizable-settings-templates-docs-doc-sets) - Customize communication with Shape’s settings and templates, tailoring professionally pre-built options to align with your brand’s messaging needs.
- [Data Import](https://setshape.com/comparison/data-import) - Data import lets you upload & store data from external sources into a single database. You can then use settings & reporting tools to organize and analyze all of your data in ways that better reflect your business.
- [Local Presence Tools](https://setshape.com/comparison/local-presence-tools) - Local presence is a clever feature that allows users to make calls using a local phone number. Using local presence can boost the number of calls picked up by customers, clients and candidates as familiar-looking numbers are more likely to be answered
- [User Role Permission Management](https://setshape.com/comparison/user-role-permission-management-2) - Shape supports users with varying roles and department permissions. Set security and access permission levels to your user roles (User, Manager, Director, Admin, Limited Portal User, Limited Partner User) and customize informational tab views by department. Each user is granted a user role permission that either grants or restricts certain actions in the system. Users
- [Video Tutorials](https://setshape.com/comparison/video-tutorials) - Learn with Shape’s video tutorials, delivering step-by-step visual instructions for mastering platform features and accomplishing tasks effectively.
- [Responsive, Cloud-Based Software](https://setshape.com/comparison/responsive-cloud-based-software-2) - Shape’s responsive, cloud based software lets you access Shape from anywhere with wifi, and automatically scales its content and elements to match the screen size on which it is viewed - no mobile app download required, although available! This empowers visitors on mobile devices to use the full power of Shape from their cell, tablet,
- [User-Specific Branded Portal Application URLs](https://setshape.com/comparison/user-specific-branded-portal-application-urls) - Instead of having just one catch-all landing page to direct prospects into general lead routing rules, LOs can create a unique branded, or co-branded landing page for themselves and referral partners they’ve added to Shape - complete with their contact information & profile pictures.
- [Call Reports](https://setshape.com/comparison/call-reports) - Track and analyze communications with Shape’s call reports, providing insights on call logs, durations, outcomes, and user performance to forecast costs and improve efficiency.
- [Integrations, Webhooks & Lead Capture – Shape Software](https://setshape.com/comparison/integrations-webhooks-and-lead-capture) - Integrations bring two systems together allowing your workflow to be simplified by connecting solutions to each other, and by providing a central pipeline. Use pre-built native integrations, API, POST URL, inbound & outbound webhooks to interact with Shape and other third-party platforms.
- [Trigger Automation & Logic – Shape Software](https://setshape.com/comparison/trigger-automation-business-rules-logic) - Automate operations with Shape’s trigger logic, activating processes seamlessly through input triggers like status changes or new data entries.
- [Video Tutorials](https://setshape.com/comparison/video-tutorials-2) - Learn effectively with Shape’s video tutorials, offering clear audio-visual guidance for accomplishing tasks and mastering the platform's features.
- [PDF Auto-Fill Documents](https://setshape.com/comparison/pdf-auto-fill-documents-2) - Pre-fill documents in Shape CRM with PDF automation. Map templates with merge tokens for efficient preparation, signing, and distribution of files.
- [Notifications](https://setshape.com/comparison/notifications) - Stay on top of updates with Shape’s notification system. Manage milestones, events, and customer lifecycle stages with in-app, email, and push alerts.
- [10DLC Texting Compliance](https://setshape.com/comparison/10dlc-texting-compliance) - A 10-digit long code (10DLC) is the new industry-led long code solution for North American application-to-person (A2P) business messaging. “10DLC” is introducing a new component to any business who would like to send a text messages to a customer in North America. Carriers are now stepping in to regulate these messaging programs to better protect
- [User Profile Management & Preferences](https://setshape.com/comparison/user-profile-management-preferences-2) - A user's profile contains information about them, such as their name, phone number, and email address, email signature, photo, and password reset features. In addition to these details, the profile stores certain user preferences that streamline their use of the system, such as email integration, phone settings, and notification preferences.
- [Search, Filter, and Report Easily – Shape Software](https://setshape.com/comparison/searches-filters-custom-lists-reporting-2) - Refine data with Shape’s search and reporting tools. Create and save custom reports to organize data by filters, grouping, or calculations efficiently.
- [Email Bounce Tracking Report](https://setshape.com/comparison/email-bounce-tracking-report) - Track email bounces in Shape CRM. Monitor successful deliveries, hard and soft bounces, and unsubscribes to refine and improve email campaigns.
- [Automated Email & Text Follow-Up – Shape Software](https://setshape.com/comparison/automated-rule-based-email-text-follow-up) - Automate personalized follow-ups with Shape CRM. Send timely, rule-based email and text messages to engage leads and nurture customer relationships.
- [Linked Partners & Referral Tracking](https://setshape.com/comparison/linked-partners-referral-tracking) - Optimize referrals with Shape’s linked partners tracking. Collect data on referral journeys to strengthen relationships and drive customer acquisition.
- [Distribution Rules](https://setshape.com/comparison/distribution-rules) - Automate lead distribution in Shape CRM with rules-based delivery. Assign leads intelligently using filters like expertise, location, or licensing requirements.
- [User Calling Performance Reports](https://setshape.com/comparison/user-calling-performance-reports) - User call performance reports give you data on total calls made per user (both inbound, outbound, and unique calls), total time spent calls, average call durations. Businesses can use this metric to measure and consistently improve sales rep productivity and determine which users are the most productive with their time and which ones might not
- [Contact List Page Reporting](https://setshape.com/comparison/contact-list-page-reporting) - Contact list page reporting gives an overview of all the sales contacts in the database. This can be broken down by record type, job type, level of engagement, date of last contact and other attributes. This information can be useful to your business because it allows you to: analyze a set of contacts, iidentify key
- [Automatic AJAX Data Entry Saving](https://setshape.com/comparison/automatic-ajax-data-entry-saving) - Shape’s AJAX technology ensures fast, dynamic web pages. Save data asynchronously without reloading the page, enhancing user experience and efficiency.
- [Multi-User Record Assignment](https://setshape.com/comparison/multi-user-record-assignment) - Assign multiple department users to a single record for team collaboration & transparency and customize informational tab views based on department users’ needs and permissions. As a multi-model database, Shape unifies multiple database systems into a singular engine, seamlessly for various database types, tracking, and more in one, all-inclusive platform.
- [Custom Configuration & Implementation](https://setshape.com/comparison/custom-configuration-implementation) - Customize and implement Shape CRM with native tools. Adjust settings, create templates, set permissions, and automate workflows for a tailored experience.
- [Outlook & Google Calendar Syncing](https://setshape.com/comparison/outlook-google-calendar-syncing-2) - Sync Outlook and Google calendars with Shape CRM for real-time updates. Avoid scheduling conflicts and manage availability effortlessly with instant syncing.
- [Automated Image PDF Conversion](https://setshape.com/comparison/automated-image-pdf-conversion) - Upon document approval, JPEG, PNG and other raster files to are converted into quality PDFs for ease in sharing and syncing those files with compliance systems, like a LOS.
- [Status Management for Stage Tracking](https://setshape.com/comparison/status-management-for-stage-tracking) - Optimize sales workflows with Shape’s status management. Track lead stages, automate conversions, and customize workflows for better process visibility.
- [Encryption In-Transit (TLS 1.2, TLS 1.3) Encryption](https://setshape.com/comparison/encryption-in-transit-tls-1-2-tls-1-3-encryption) - Protect data in transit with TLS encryption in Shape CRM. Ensure privacy and integrity with advanced protocols like TLS 1.2 and TLS 1.3.
- [Required Field Management](https://setshape.com/comparison/required-field-management) - Set mandatory fields in Shape CRM to ensure complete records. Highlight errors and enforce requirements to maintain data accuracy and consistency.
- [Email Send, Open & Click Tracking](https://setshape.com/comparison/email-send-open-click-tracking) - Track email performance with Shape CRM. Monitor send, open, and click statuses with real-time notifications to optimize your communication strategy.
- [Tasks, Checklists and Calendars – Shape Software](https://setshape.com/comparison/tasks-user-checklists-events-calendars-2) - Manage notes, tasks, and schedules with Shape’s collaboration tools. Keep your team organized and focused by sharing critical information seamlessly.
- [IVR Menu Technology](https://setshape.com/comparison/ivr-menu-technology) - Interactive Voice Response (IVR) is an automated phone system technology that allows incoming callers to access information via a voice response system of pre recorded messages without having to speak to an agent, as well as to utilize menu options via touch tone keypad selection to have their call routed to specific departments or specialists.
- [Call Recording](https://setshape.com/comparison/call-recording) - Call recording is your business's ability to record a voice conversation over an audio source. Active calls or conference calls can be recorded and then stored as a digital file to be transcripted or listened to at a later stage.
- [Customer Support](https://setshape.com/comparison/customer-support) - Customer service representatives address customer issues and resolve them in a timely and efficient manner. Support reps interact with customers on a variety of channels and ensure that all valid customer concerns are being dealt with as quickly as possible.
- [Communication Analytics & Reporting](https://setshape.com/comparison/communication-analytics-reporting) - Get all the numbers you need anytime in communication reporting, dashboards, and tracking list page columns. See results for your communication strategies platform-wide. Dive into the details with smart filtering by date, team, status, user, and more.
- [Activity Timelines](https://setshape.com/comparison/activity-timelines) - Activity timelines list events, interactions, tasks, and critical information, dates & events in chronological order on activity logs to view the audit trail of user interactions with the record in one place.
- [IP Target Marketing for Digital Ads – Shape Software](https://setshape.com/comparison/ip-target-marketing-through-digital-ads) - IP targeting is a method of digital marketing that involves targeting consumers using their IP address and delivering online advertisements accordingly. It’s a hyper-focused effort through which you can target the exact audience for your brand based on their physical address and put your advertisements directly in their line of sight.
- [Open API Access](https://setshape.com/comparison/open-api-access) - Extend the power of your platform to your entire organization to increase business efficiency and drive growth through interacting with your data on Shape via the API.
- [Integrated Point of Sale (POS)](https://setshape.com/comparison/integrated-point-of-sale-pos) - Offer customers a simple & secure hub to generate new leads, complete applications, upload documents, and more. Streamline your loan process, create a best-in-class client experience, and close more deals than ever before.
- [Lead Source Analytics Reports](https://setshape.com/comparison/lead-source-analytics-reports) - Analyze lead source performance with Shape’s reports. Identify top-performing channels and optimize your marketing strategy for better ROI.
- [Call Leaderboards](https://setshape.com/comparison/call-leaderboards) - Motivate sales teams with Shape’s call leaderboards. Use gamification to track performance, encourage competition, and drive better outcomes.
- [Account Priority & Timeline Tracking](https://setshape.com/comparison/account-priority-timeline-tracking) - Prioritize accounts and timelines in Shape CRM. Ensure on-time delivery and exceptional service with tools that track the customer lifecycle.
- [Team Management & Oversight](https://setshape.com/comparison/team-management-oversight) - Efficiently manage teams with Shape CRM. Assign roles, set objectives, and analyze reports to align goals and improve organizational success.
- [System Implementation & Training – Shape Software](https://setshape.com/comparison/system-implementation-training-with-specialist-3) - Let a trained specialist set up your account for you. Our implementation program provides guidance, phone support, and training to help you get the most out of Shape Software.
- [AI Lead Scoring](https://setshape.com/comparison/ai-lead-scoring) - Automatically score inbound leads with a numerical value to indicate their interest level, and conversion probability. By assigning points to the prospect’s actions, or using AI technology to determine value, you can create a score for your leads that will show your most qualified prospects.
- [PDF Auto-Fill Documents](https://setshape.com/comparison/pdf-auto-fill-documents) - Simplify workflows with Shape’s PDF auto-fill. Pre-populate templates with merge tokens for quick document preparation and seamless customer management.
- [Web App Firewall & DDoS Protection – Shape Software](https://setshape.com/comparison/web-application-firewall-waf-ddos-mitigation) - A WAF & DDoS mitigation protects your web apps by filtering, monitoring, and blocking any malicious HTTP/S traffic traveling to the web application, and preventing any unauthorized data from leaving the platform.
- [eSignature Tracking Reports](https://setshape.com/comparison/esignature-tracking-reports) - eSignature reports monitor and track the flow of signed agreements within your account. Real-time status tracking indicates when documents are sent from the account, recipient activity for documents sent, and usage for the account. Reports can be run with filters such as date range, sent by which user, and document status.
- [Duplicate Management & Merging Records](https://setshape.com/comparison/duplicate-management-merging-records) - Maintain a clean database with Shape’s duplicate management. Automatically or manually merge records using customizable matching rules and preferences.
- [Company-Wide Portal URL Access – Shape Software](https://setshape.com/comparison/universal-company-wide-portal-application-url) - Secure your company domain with TLS encryption. Shape’s Universal Portal ensures privacy, authentication, and data integrity for your online applications.
- [Birthday & Holiday Marketing](https://setshape.com/comparison/birthday-holiday-marketing) - Birthday marketing is a marketing strategy used to nurture and strengthen relationships with the customers by reaching out to customers during their birthday month. Birthday marketing occurs as personalized and automated emails, triggered by each customer’s birth date that provides them with a specialized positive experience.
- [MMS Messaging](https://setshape.com/comparison/mms-messaging) - MMS is an acronym for "Multimedia Message Service" and is most popularly used to send pictures or images. Unlike SMS, MMS messages do not have a standard length. MMS messages support the following file formats: .PNG or .JPG/.JPEG file up to 5 MB.
- [Voice Dictation for Texting](https://setshape.com/comparison/voice-dictation-for-texting) - Dictate text messages and notes in Shape CRM. Use voice technology to convert spoken words into text for faster, hands-free communication.
- [Click-to-Call](https://setshape.com/comparison/click-to-call) - An integrated, cloud-based platform, which means there is no need to replace existing hardware or purchase new equipment. All the communication tools users need in one place. Save time and be more productive with click-to-call features including automated logging and reporting.
- [Voicemail Message Reports](https://setshape.com/comparison/voicemail-message-reports) - Track voicemail data with Shape’s message reports. Monitor clarity, follow-up details, and callback options to ensure effective communication.
- [Pre-Recorded Outbound Voicemail Drop](https://setshape.com/comparison/pre-recorded-outbound-voicemail-drop) - Speed up sales calls with Shape’s voicemail drop. Record messages ahead of time and leave voicemails with one click to streamline outreach.
- [Search, Filter, and Report Easily – Shape Software](https://setshape.com/comparison/searches-filters-custom-lists-reporting) - Work efficiently in lists by searching across your data, sorting columns, and refining results using filters and advanced custom reporting tools like sum, sort, group, etc. Custom reports allow you to create a report to your specifications and save the report for future use. These can be added by copying an existing report and modifying
- [Open API Access](https://setshape.com/comparison/open-api-access-2) - Extend the power of your platform to your entire organization to increase business efficiency and drive growth through interacting with your data on Shape via the API.
- [Integrated Telephony & VoIP Services](https://setshape.com/comparison/integrated-telephony-voip-services) - Shape’s integrated telephony streamlines communication. Access phone, email, and text tools in one platform with features like Click-to-Call and QuickFire.
- [eSignature Solutions](https://setshape.com/comparison/esignature-solutions) - eSignature is a document signing tool that you can use to legally—and securely—collect approvals online in minutes and have all of the sent and signed documents stored within the customer’s record with advanced field mappings. Used to replace lengthy manual signing processes, e-signatures speed the agreement process and maximize productivity.
- [Advanced Distribution Rules](https://setshape.com/comparison/advanced-distribution-rules) - Automate record delivery with Shape’s advanced distribution rules. Assign leads based on licensing, expertise, and other factors to optimize team productivity.
- [Mass Texting Blasts](https://setshape.com/comparison/mass-texting-blasts) - Use Shape’s mass texting features for effective marketing. Send bulk messages to thousands of contacts simultaneously to promote your business efficiently.
- [2 Factor Security Options Available – Shape Software](https://setshape.com/comparison/2-factor-authentication-security-options) - Enhance security with Shape’s two-factor authentication. Add an extra layer of protection by requiring a second verification step for user accounts.
- [Tasks, Checklists, and Calendars – Shape Software](https://setshape.com/comparison/tasks-user-checklists-events-calendars) - Manage notes, tasks, and schedules efficiently with Shape CRM. Organize critical information, share updates, and focus on what matters most for your team.
- [SOC Certification](https://setshape.com/comparison/soc-certification) - Ensure data security with Shape’s SOC 1 Type II certification. Protect client data with verified internal controls and comprehensive security measures.
- [Scheduled Events Overview Reports](https://setshape.com/comparison/scheduled-events-overview-reports) - See insights into all upcoming scheduled events in one place. Meeting notifications can be sent, agendas can be shared, and meeting notes sent to all attendees after the meetings, as well as action items delegated to specific team members.
- [eSignature Solutions](https://setshape.com/comparison/esignature-solutions-2) - Shape’s eSignature solutions simplify document signing. Collect approvals online securely and store signed documents within customer records.
- [Text Message Log Reports](https://setshape.com/comparison/text-message-log-reports) - Track text message activity with Shape’s text log reports. Access complete records to monitor engagement, reply rates, and forecast communication costs.
- [Prioritization Rules](https://setshape.com/comparison/prioritization-rules-2) - Implement prioritization rules in Shape CRM. Focus on high-value activities with segmented lists and strategies that improve sales productivity.
- [Outlook & Google Calendar Syncing](https://setshape.com/comparison/outlook-google-calendar-syncing) - Sync Outlook or Google calendars so you and your colleagues know when you are free and busy. Link your Microsoft or Google account using standard "Sign in with Microsoft" and "Sign in with Google" flows, and updates to your calendars sync within minutes so your schedule is always up-to-date and you never get double booked.
- [Credit Usage Overview Reports](https://setshape.com/comparison/credit-usage-overview-reports) - Credit Usage Overview Reports show a business the status of their credit usage within the system for additional services above the monthly user fee. This information gives a business a barometer for how much they are spending per month so they can adjust campaigns and measure ROI.
- [Template Management](https://setshape.com/comparison/template-management-2) - Centralize resources with Shape’s template management. Store and use templates for emails, texts, documents, and eSignatures to save time and improve consistency.
- [Mass Email Blast Marketing](https://setshape.com/comparison/mass-email-blast-marketing) - Maximize email marketing with Shape’s mass email tools. Create templates for quick, customized communications that boost lead acquisition and retention.
- [Bi-Directional Texting](https://setshape.com/comparison/bi-directional-texting-2) - Conveniently send and receive SMS and MMS messages manually, automatically, or in bulk in a single platform with advanced tracking, oversight tools, and reporting. Save all communications within the record, and set up notifications via popup, email, phone, and app push notification to all assigned users. Voice dictation and 10DLC supported.
- [Multi-User Assignment Ownership – Shape Software](https://setshape.com/comparison/multi-user-record-assignment-ownership) - Assign multiple department users to a single record for team collaboration & transparency and customize informational tab views based on department users’ needs and permissions. As a multi-model database, Shape unifies multiple database systems into a singular engine, seamlessly for various database types, tracking, and more in one, all-inclusive platform.
- [Inbound Call & Text Campaign Reports](https://setshape.com/comparison/inbound-call-text-campaign-reports) - Track inbound call and text campaigns in Shape CRM. Gain insights into call volumes, service levels, and team productivity to optimize business operations.
- [User Level & Company Level Timezones](https://setshape.com/comparison/user-level-company-level-timezones) - Different users can observe the same record with different timestamps like 'created date' or 'last modified date' based on their specific timezone preferences. For company settings, such as times for automated campaign run schedules, set up a universal ‘company’ timezone. If a user does not set a specific timezone in their profile, it will default
- [Integrations, Webhooks & Lead Capture – Shape Software](https://setshape.com/comparison/integrations-webhooks-and-lead-capture-3) - Integrations bring two systems together allowing your workflow to be simplified by connecting solutions to each other, and by providing a central pipeline. Use pre-built native integrations, API, POST URL, inbound & outbound webhooks to interact with Shape and other third-party platforms.
- [Integrations, Webhooks & Lead Capture – Shape Software](https://setshape.com/comparison/integrations-webhooks-and-lead-capture-2) - Simplify lead capture with Shape’s integrations and webhooks. Connect platforms via API for a centralized pipeline and improved workflow efficiency.
- [Saved Reports](https://setshape.com/comparison/saved-reports) - Save and share reports with Shape’s saved report feature. Keep team members informed and aligned on progress and performance tracking.
- [Live Call Listen Feature](https://setshape.com/comparison/live-call-listen-feature) - Monitor calls with Shape’s live call listening feature. Enhance team training and performance with actionable feedback and insights from real interactions.
- [Task Overview Reports](https://setshape.com/comparison/task-overview-reports) - Track tasks with Shape CRM’s task overview reports. Monitor assignments, send notifications, and update statuses for streamlined project management.
- [Team Management & Oversight](https://setshape.com/comparison/team-management-oversight-2) - Team management is the ability of either an organization or manager to carry out and coordinate a team to execute their tasks and common goals. Create unlimited teams which involves assigning manager (or director) user roles to a team of users, setting communication and performance objectives to achieve goals, and analyzing reporting to ensure desired
- [User Profile Management & Preferences](https://setshape.com/comparison/user-profile-management-preferences) - Manage user profiles efficiently in Shape CRM. Store contact details, preferences, and signatures to streamline system usage and customization.
- [Deleted Record Reports](https://setshape.com/comparison/deleted-record-reports) - The deleted records report pulls all deleted records from Shape even after they were deleted from the main database up to 90 days. This gives businesses the ability and flexibility to restore records and run more accurate reports. For example, if a business was running a sales report for items sold nine months ago then
- [Campaign Conversion Reports](https://setshape.com/comparison/campaign-conversion-reports) - Campaign conversion reports give your business insights into what percentage of leads are converted into sales based on active drip campaign actions. These reports help you monitor, organize, and obtain meaningful insights on which campaigns are most effective. Your business can benefit by diving deeper into funnel metrics to determine what your ROI is for
- [Branded & User-Friendly Interface](https://setshape.com/comparison/branded-user-friendly-interface) - White-label your point of sale with your name, logo, compliance details, doc sets, colors, and more for brand recognition. Configure the length of the form, or add custom questions and follow-up.
- [Co-Branding With Referral Partners](https://setshape.com/comparison/co-branding-with-referral-partners) - Boost brand visibility with Shape’s co-branding features. Partner with referral businesses and share branded links for seamless client data collection.
- [Pipeline Management](https://setshape.com/comparison/pipeline-management) - Monitor your sales pipeline with Shape CRM. Track leads from inquiry to close, ensuring consistent opportunity management across all stages.
- [Call Outcome Dispositioning](https://setshape.com/comparison/call-outcome-dispositioning) - Call disposition is defined as the label or tag associated to the outcome of a call. These call dispositions can be used for simple tracking, and can also kick off a series of automated follow up messages, or opt out depending on the customers’ responses.
- [Caller ID Management](https://setshape.com/comparison/caller-id-management) - Manage caller ID with Shape CRM’s identification tools. Display names and numbers for incoming calls using reliable databases and identification technology.
- [Manage Opt-Out and DNC Compliance – Shape Software](https://setshape.com/comparison/opt-out-unsubscribe-dnc-compliance-tracking-management) - Maintain compliance with Shape CRM’s opt-out and DNC management. Ensure adherence to regulations and respect customer preferences across communication channels.
- [Email Tracking Reports](https://setshape.com/comparison/email-tracking-reports) - Email tracking reporting gives you valuable insights and metrics (such as open rates, click-through rates, bounce rates, and unsubscribe rates) as well as campaign performance over time. Businesses can use email tracking reports to improve email marketing strategy and take action to adjust, optimize, and create more powerful campaigns to drive your business forward. In
- [User Productivity Reports](https://setshape.com/comparison/user-productivity-reports) - User productivity are used by managers to determine the productivity rate for each user on the team. These reports typically show the number of leads, opportunities and accounts that are updated within a specified time range. Businesses can use these reports to make sure their users are updating the system, reaching their goals, and monitoring
- [Integrated External Database Mass Record Storage](https://setshape.com/comparison/integrated-external-database-mass-record-storage) - Upload mass-amounts of records into an external database that can be accessed and converted into a working record into your system with a simple search & convert button.
- [Conversational View Texting](https://setshape.com/comparison/conversational-view-texting) - Conversational texting is used when companies need a documented, seamless way of engaging with a contact one-on-one, either after the recipient has replied to a mass message or when you need to contact that person directly. With conversational texting views, you can manage replies, send individual messages, and view the message history.
- [Shark Tank Reporting](https://setshape.com/comparison/shark-tank-reporting) - Revitalize aged records with Shape’s Shark Tank feature. Allow team members to claim unworked leads, boosting collaboration and sales opportunities.
- [Global Content Delivery Network (CDN)](https://setshape.com/comparison/global-content-delivery-network-cdn) - Improve website performance with Shape’s global CDN. Speed up content delivery with distributed servers that enhance user access and reduce latency.
- [Drip Campaigns](https://setshape.com/comparison/drip-campaigns-2) - Engage leads through Shape’s drip campaigns. Automate emails and texts to nurture customers and guide them through the sales funnel effectively.
- [Customer Support](https://setshape.com/comparison/customer-support-2) - Customer service representatives address customer issues and resolve them in a timely and efficient manner. Support reps interact with customers on a variety of channels and ensure that all valid customer concerns are being dealt with as quickly as possible.
- [Custom Programming](https://setshape.com/comparison/custom-programming) - The ability to develop a custom solution, or custom apps that work on top of your existing platform implementation – is what can allow you to scale and tailor a solution for your specific needs. Custom development enables you to improve existing applications, move other existing applications over to one platform, and integrate features to
- [Unassigned Record Reports](https://setshape.com/comparison/unassigned-record-reports) - Prevent lost revenue with unassigned record reports in Shape. Assign leads promptly to keep opportunities moving through the sales pipeline.
- [Email Validation](https://setshape.com/comparison/email-validation) - Email Validation is a method of verifying if an email address is valid and deliverable. It also confirms if an email address has a reliable domain such as Gmail or Yahoo.
- [User Role Permission Management](https://setshape.com/comparison/user-role-permission-management) - Quickly add new records in Shape CRM. Use the list page or sidebar icon to create and save records with ease, streamlining data management.
- [Recent Historical Data Export Tracking](https://setshape.com/comparison/recent-historical-data-export-tracking) - Data export allows you to run reports and save them to CSV files for backup purposes, external reporting, and importing into other systems. Exported files from your system are saved for up to 48 hours for tracking purposes, and for easy downloading.
- [Marketing Reports](https://setshape.com/comparison/marketing-reports) - Marketing reports analyze the performance of your marketing strategies from research to promotional tactics, goals and expected outcomes. Marketing Reports allow a business to track the ROI or effectiveness of their customer acquisition spend online. Instead of hoping for the best and wasting valuable budget, channel and lead source reporting helps you identify what’s working
- [VoIP or Call Forwarding Setup Now – Shape Software](https://setshape.com/comparison/voip-or-call-forwarding-user-preference) - Users can choose to either use the “webphone,” a VoIP phone to make phone calls through your internet connection instead of a regular landline or a mobile network, or users can forward calls to another phone, such as your home or office number based on their personal preferences.
- [Trigger Automation](https://setshape.com/comparison/trigger-automation) - An automated trigger is an initial input that kicks off the activation of an automated action. Trigger automation can kick off an entire automated process in response to various input types such as a status change, new field inputs, call outcomes, etc.
- [Scheduling](https://setshape.com/comparison/scheduling) - Scheduling send features are handy when you want to send certain communications at specific times. Schedule email blasts, text blasts, or pre-defined automated drip campaigns off of specific run schedules to reach your customers at the most opportune times throughout the sales cycle.
- [Inbound Voicemail Recording & Inbox](https://setshape.com/comparison/inbound-voicemail-recording-inbox) - Voicemail is a digitally recorded message. When you dial someone and they aren't there, you record into a digital mailbox a digitally stored voice message to be retrieved by the owner of the mailbox. While voicemail functionality has advanced in the digital age, all systems are similar.
- [Lead Management](https://setshape.com/comparison/lead-management) - Optimize lead management with Shape CRM’s tools for generation, filtering, nurturing, and customer acquisition to enhance sales performance.
- [Lead Management](https://setshape.com/comparison/lead-management) - Optimize lead management with Shape CRM’s tools for generation, filtering, nurturing, and customer acquisition to enhance sales performance.
- [Notifications](https://setshape.com/comparison/notifications-2) - Notifications are a type of time management and reminder solution that is designed to alert the user, or customer of important milestones, events, updates, and more to stay up to date on the lifecycle of a customer. Notifications offer internal company and external customer messaging and engagement solutions, with mobile and web push notifications, in-app
- [Custom Programming](https://setshape.com/comparison/custom-programming-2) - The ability to develop a custom solution, or custom apps that work on top of your existing platform implementation – is what can allow you to scale and tailor a solution for your specific needs. Custom development enables you to improve existing applications, move other existing applications over to one platform, and integrate features to
- [Drip Campaigns](https://setshape.com/comparison/drip-campaigns) - Follow up and nurture customers through automation campaigns - pre-build in the system. This involves a series of actions that occur over longer periods of time in order to nurture records through the sales funnel based on the stage they are at in the workflow. Target specific records keeping their minds engaged with emails, text
- [Online Written Step-by-Step Guides](https://setshape.com/comparison/online-written-step-by-step-guides-2) - Create user-friendly guides in Shape CRM to enhance customer experience. Improve user retention and satisfaction with clear, concise documentation.
- [Email Design Builder](https://setshape.com/comparison/email-design-builder) - Build custom email templates with Shape’s design builder. Create efficient communications using variable tokens and HTML for manual or automated campaigns.
- [Pipeline Management](https://setshape.com/comparison/pipeline-management-2) - Monitor your sales pipeline with Shape CRM. Track leads across stages, manage opportunities, and drive conversions with clear, actionable insights.
- [Automated Lead Creation](https://setshape.com/comparison/automated-lead-creation) - Streamline lead creation with Shape’s integrations. Connect systems via API, webhooks, or native solutions to simplify workflows and manage leads efficiently.
- [Track Communication History Now – Shape Software](https://setshape.com/comparison/communication-history-tracking-storage) - Track calls, emails, texts and contact history on all record files and in reporting to and have full visibility and control of your pipeline.
- [Called Today Indicators Available – Shape Software](https://setshape.com/comparison/called-today-checkmark-list-indicators) - A simple green checkmark indicator on list pages show which records have been contacted “today” for tracking and efficiency.
- [Local & Toll-Free Numbers – Shape Software](https://setshape.com/comparison/domestic-local-toll-free-phone-numbers) - Search for, buy, and activate phone numbers instantly to give your business a local presence. Phone numbers support call, SMS, and MMS.
- [Integrated, Configurable Lead Forms](https://setshape.com/comparison/integrated-configurable-lead-forms) - Configure your intake with Shape’s simple yet powerful “if-this-then-that” automation. Add questions, hide fields, and add additional forms with just a click.
- [Custom Fields & Layouts](https://setshape.com/comparison/custom-fields-layouts) - Customize and transform your point-of-sale portal into a one-stop information shop by creating dynamic layouts for your customers.
- [Automated Requests & Reminders](https://setshape.com/comparison/automated-requests-reminders) - Shape’s template-based automated email and SMS notification system keeps your borrowers alert to changes in documentation requirements, updates, and more.
- [Partner Updates via Email, Text & Portal Login](https://setshape.com/comparison/partner-updates-via-email-text-portal-login) - Keep your referral partners and linked contacts up to date with gentle reminders and updates to keep your mutual customers’ files moving forward.
- [Language Translation](https://setshape.com/comparison/language-translation) - To help provide the same streamlined application process to more customers, Shape’s POS incorporates multilingual translations: English, Spanish, and Chinese.
- [External Call Routing](https://setshape.com/comparison/external-call-routing) - You can use call forwarding to dynamically route incoming calls to available agents, extensions, or departments that cater to callers’ needs.
- [SMS Messaging](https://setshape.com/comparison/sms-messaging) - SMS stands for Short Message Service and is commonly known as texting. It's a way to send text-only messages between phones.

## IB Lps

- [Velocify](https://setshape.com/comparison-lp/velocify) - Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer Text Messaging – SMS, MMS & automation Features Customer Point of Sale – Online portal for your customers Lead Scoring – Score leads with

## Support Guides

- [IB Test How to Integrate LoanSifter with Shape CRM for Real-Time Mortgage Pricing](https://setshape.com/supports/ib-test-how-to-integrate-loansifter-with-shape-crm-for-real-time-mortgage-pricing)