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Shape Software interface showing the notes section, supporting detailed client interaction tracking and information management.

Notes in Shape Software

Taking notes in Shape is very straightforward and can be done from multiple locations in the system. This ensures you are able to leave...
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Screen showing a Shape incoming call and shield with lock to demonstrate TCPA and first-party consent.

Gathering TCPA and First Party Consent

Starting in 2025, new TCPA consent and FCC policies will bring significant changes, particularly targeting lead generation practices and enhancing consumer protections.
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Top 6 Best Marketing CRMs for 2024

Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone...
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Shape Software sales dashboard showing key performance indicators and sales tracking data.

Performance Tips

To start, we highly recommend using Google Chrome as your browser for Shape Software. Chrome supports the latest JavaScript updates and is where we...
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Domain Authentication and best practices by shape website.

Domain Authentication and Email Tips – Shape Software

By following these best practices for list management, email authentication, and content optimization, you can improve your email deliverability, engagement, and overall effectiveness of...
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Business woman using calculator for do math finance on wooden desk in office and business working background, tax, accounting, statistics and analytic research concept

How to Be a Successful Loan Officer – 9 Tips – Shape Software

Elevate your career with new MLO tips for success in the mortgage industry. Find 9 essential tips to become the best loan officer.
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12 Most Effective Loan Officer Marketing Ideas For 2024

Elevate your loan officer marketing strategy with our top 12 ideas for 2024. Explore our blog for effective loan officer marketing ideas.
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Mortgage Lead Generation: Strategies, Tools, and Insights for Loan Officers and Lenders

Are you a loan officer or mortgage professional looking for a CRM specifically designed to help you close more loans? You have come to...
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Top 6 Best Sales Management Software For 2024

Discover the top sales management CRM and tools for sales managers. Optimize your sales process with online sales management software.
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Top 9 Best Lead Management CRM Software For 2024

Find the best lead management CRM software for your business needs. Explore our blog for detailed insights and recommendations.
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