The best all-in-one mortgage software

Increase productivity by 41% by automating your sales and marketing. Purpose built and proven to close more loans!

Join over 21,000 customers

4.8/5 ―

from 1,014 reviews

Everything your mortgage company needs

Marketing Suite

Maximize your mortgage marketing efforts with our purpose-built suite. Generate more leads, close more loans and enhance customer engagement from application to post-close.

Leverage our pre-built email, text, video and campaign templates, co-brand with realtors and referral partners and send newsletters at ease.

Borrower Portal

Use Shape's brandable borrower portal to provide a professional customer experience. Get more applications, provide a secure platform for customers to gather information, upload sensitive documents, and close more loans.

Deploy Shape’s e-mail and text automation to send reminders to your borrowers to complete their application and let the software do the tedious follow-up required to optimize your pipeline.

LOS Integrations

Seamlessly sync and share data between your Loan Origination System (LOS) and Shape. Reduce manual data entry and mitigate the common struggles of loan officers including duplicates, missing requirements, or errors in data.

We API with your LOS to dynamically update contact information, loan applications, loan statuses, documents, and any other relevant information.

Realtor & Partner Referrals

Send beautiful co-branded e-mails, flyers, and landing pages with your realtors and partners. Create transparency for your partners through pipeline views, automated notifications, and increase opportunities through engagement and collaboration.

Provide a professional co-branded borrower portal and leverage Shape's many partner and referral management features to maximize the ROI of your closed loans.

Tasks & Calendar

Shape's task management kanban or list view makes it easy to work through your task list. Turbocharge your efficiency and collaborate with team members to make working your daily tasks a breeze.

Seamlessly sync your Google and Outlook calendars to Shape to make managing your events even easier. Manage your team on one shared calendar and automate scheduling.

Prioritized Views

Simplify your loan officers' days by taking the guesswork out of what the best sales opportunities are to contact. Work smarter by automating your sales pipeline and creating the best closing opportunities among your leads.

Set your team up for success with Shape's ready-made views, or create your own customized views. Stop using dated workflows and get automated.

Integrated cloud-based calling, texting, & email.

  • Complete Phone System

    Integrated dialer, phone numbers, local presence, IVR, voice mail, call monitoring, quick fire connect, call scripts, call recording, and much more

  • Text and MMS

    Complete texting platform to message and market your customers. Use our proven pre-built text marketing campaigns to convert more loans

  • Email Sending Servers

    Get results with Shape's automated sending servers. Leverage our pre-built mortgage email drip campaigns and keep client conversations organized with our email inbox

Industry leading mortgage marketing suite

Shape IQ lead-scoring with AI is the future

We use powerful AI servers to score your leads by your ideal customer profile. Leverage AI to bring the best sales opportunities to your team.

97+

Lead Score

31%

Conversion Rate

Use Shape on the go with our mobile app

Use Shape's mobile app to take your work on the go with you. Download the mobile app in the App Store or Google Play.

Integrate with thousands of your favorite apps

Start closing more loans in a matter of minutes!

1. Sign Up

Click the "Get Started" button, pick our turn key mortgage template, and sign up. Your login credentials and full access to your Shape system will be unlocked immediately.

2. Seamless Onboarding

We do the heavy lifting! Our support team will set up a comprehensive webinar to fully train your team, import your data, and help configure your system.

3. Start Closing

Unlock the power Shape to automate your sales & marketing. Deploy proven to convert mortgage marketing materials and leverage 500+ powerful features to generate more leads and close more loans!

Trusted and loved by 21,000 users and growing

4.8/5 ―

from 1.014 reviews

What our customers say

"After 25 years I've finally found the CRM that has helped me reduce cost and increase revenue."

Brady Webb, CEO American Mortgage Solutions Inc.

Source: Shape G2 reviews

Get started with Shape today

Get in Touch

Our team of experts are here to help! Call our sales line at (888) 762-7211

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