Manually Assigning Users in Shape Software
Assigning Records Manually There are multiple ways to assign users to records in Shape Software. In Shape, multiple users can be assigned to records as
Section Name: Integrated Customer Portal Features & Pricing
Shape Software User Notification Settings
Managing User Notification Settings in your User Profile Shape Software CRM includes a set of default notification preferences that each user can receive. This guide
Configuring User Profile Settings in Shape Software
Setting up your User Profile There are 4 tabs to configure in the user profile settings. Each user must configure their user profile settings. Resources:
Import & Data Migration in Shape Software
Importing Your Contacts into Shape You can easily import external data into Shape. By importing your contacts to Shape, you are acknowledging that your contacts
Adding Records in Shape Software
How to Manually Add Records in Shape Software Quickly and easily add records from you list pages. Adding a record from the list page will
Custom Fields: Adding the “Custom” Workflow Tab
Enabling the Custom Workflow Tab In this guide, we’ll explain what Shape Software CRM custom fields are and discuss how they can be used. Adding
Forgot Password? How to Reset
Resetting your Password If you forget your password, it’s easy to change from the login screen. Just hit the “Forgot Password” link and follow the
Import Fannie Mae 3.2 and MISMO 3.4 Files in Shape Mortgage Template
Importing your FNM 3.2 and MISMO 3.4 Files Directly into Shape Shape Software supports the import of Fannie Mae 3.2 and MISMO 3.4 files that
Editing Pre-Approval Letter Layouts
Personalizing the Shape Pre-Approval Letter Want to adjust the design and/or verbiage of the pre-approval letter being sent from Shape? You have the ability to
Importing to Data Center in Shape Software
Importing to Data Center You can easily import external data into Shape’s Data Center. Data Center Import supports data in the comma delimited text format
Is Your Mortgage Company Trending or Trailing?
According to a recent report by CNBC, house flipping is on the rise. “More than 207,000 homes were flipped in 2017, the highest in a
4 Reasons Why All HVAC Contractors Need a CRM
As an HVAC Contractor, your job is to help make people more comfortable and, ultimately, happier. Besides having an impact on their daily productivity levels,
How to Release the Addiction to Antiquated CRMs
We’ve all done it – jotted down customer notes in a trusty notebook or tried to run a business through an Excel spreadsheet or a
5 Reasons a Legal CRM Will Change Your Life
This is what we call a “loaded listicle.” Why? Because we can’t be certain what status your life is currently in and if you actually want to
How to Close More Loans with Ease and Grace
You laugh, but ease and grace are attainable goals in mortgage lending. We didn’t say that it’s achievable without some smart tools, however. Such a
Can Marketing Automation Heal the Mortgage Crisis?
The mortgage industry has been floundering for the past few years. Skittish from the housing crisis of the early 2000’s, banks have decreased the number
How Data & Reporting Can Save You Time and Money
When it comes to businesses both large and small, finding ways to cut costs and save time is crucial. It’s how you set your company
Sign The Dotted Line: Why E-Signatures Are Your New Holy Grail
The process of printing, sending, signing, receiving, and filing various contracts and documents is a relentless task that can bog down a business. The traditional
How to Run a SMART Business
What is a SMART Business? Consider, if you will, the staggering fact from a Nucleus Research study that over 91% of businesses with more than 11 employees
Daniel Kimm Joins Shape Software as Vice President of Sales
Daniel Kimm as Shape Software’s New VP of Sales A drip campaign is a method used in direct marketing to acquire customers through automation and
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