Login Page Announcements - Shape Software Shape Software

🚀 Shape Elevating Your Technology

Continuously innovating with 1,000+ updates this year!

Update	Description
Contact Panel Auto Refresh As Lead Creates	When you manually add a lead now, you'll notice the contact panel to the left will automatically refresh the moment you fill in the required fields. We want to give you the option to call right away.
Marketing Sub-Sources	Setup Marketing Sub-sources to give that additional level of detail on where the customer is coming from.
Add footer/disclaimer on your email template dynamically!	With the one two combo of "Email Footer" section and "Company Merge Token Content", you can insert email disclaimer/disclosure dynamically depending on the email campaign and product needs.
Mortgage Calculator	Attention Mortgage User! Our Calculator tab has undergone improvements to provide you with an even more user-friendly experience.
Role Permissions Categorized	Hi Shape Adminstrators! We've now categorized the Role Permissions into 5 folders for better organization.
Service Provider Tab	Attention Mortgage User! The Realtor & Assoicates Tab on a record has been renamed to Service Providers. You will find the usual fields you're used to and we added a few more features to the page.
Lead Details	Introducing new features to our workflow tabs such as internal tabs for easier navigation, enhancements like the TCPA toggle for automated messaging preferences, updated language preferences, and streamlined layouts for borrower and property information and more, offering a clearer and more user-friendly interface.
User Profile	See upcoming changes in fields, options, and settings in the user profile, with an emphasis on improving user clarity and functionality.
Referral partners	Expect exciting updates to various tabs within the partner information section, highlighting enhancements to contact info, personal and social media details, gifting information, additional details such as referral status, rank, volume, and more to gain a more comprehensive overview of your partners.
Texting	Now, Shape's conversational texting logs show the Caller ID Number of each text message, enhancing visibility and transparency.
Block Inbound Numbers	Is an unwanted call distracting you? It's now easy to learn how to stop it. We've added a Get Help article with a step by step walk through right on the Block Inbound Numbers setting page.
Note Mentions	We've introduced an enhanced collaboration feature that allows you to tag team members with an "@" symbol in notes for seamless communication and quick access to important client information.
Loan Linking	Streamline your loan management by linking multiple loan transactions together, providing a comprehensive view of all loans connected to borrowers.
Customer Portal Update	We've given our customer portal a fresh new look with our latest update, enhancing the user interface for a more intuitive and enjoyable experience.
AI Support Chat	Introduced AI support chat to provide instant answers to system-related questions, eliminating the need to open tickets for faster issue resolution and improved user experience.
Training Webinars	We've expanded live training webinars to four times per week to provide users with increased scheduling flexibility and the opportunity for more users to participate and receive training.