The best all-in-one mortgage CRM

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

Shape Software All in One Mortgage CRM

Over 100,000 customers served

Shape Software Users Love Us, High Performer and Top 50 awards

Everything your mortgage company needs

Unlock ready-to-use mortgage marketing content that drives results

Access thousands of data-driven, pre-made templates designed to close loans faster, with powerful sequences for every step of the loan process. From bulk and video messaging to emojis and GIFs, our tools help you engage clients and close more loans effortlessly.

Shape Software CRM Mortgage Marketing

Maximize lead conversions with powerful lead management tools

Supercharge your lead management with QuickFire speed-to-contact, connecting borrowers to loan officers in seconds. Our AI lead scoring and prioritization rules bump top prospects to the front of the line, while state-based routing ensures compliance. Plus, our multi-object database allows LOAs and processors to collaborate effortlessly with LOs on client files, driving faster and more efficient loan closings.

Shape Mortgage CRM Lead Management Tools

Convert more leads with CRO-optimized lead funnels

Boost conversions with CRO-optimized landing pages, leveraging heat maps, A/B testing, and more to ensure maximum lead capture. Our survey-style lead funnels gather crucial qualifying details, and built-in scheduling tools automatically book appointments, all seamlessly integrated with your Shape Mortgage CRM.

Shape Mortgage CRM Optimized Lead Funnels

Streamline your mortgage process with our built-in point of sale

Optimize your mortgage process with our all-in-one borrower portal, built to collect digital 1003 applications and loan documents seamlessly converted to MISMO 3.4 and PDF. Automatically synced with your LOS solution, it eliminates the need for multiple logins or tabs, streamlining your workflow for maximum efficiency.

Shape Mortgage CRM Built In Point of Sale

Track realtor referrals with powerful referral partnership management

Strengthen your B2B relationships with integrated referral partner tracking, co-branding, and templated checklists. Easily identify top referrers, use advanced prioritization rules to follow up on key partnerships, and automate workflows with marketing journeys to nurture relationships. Maximize your business potential and ensure partnerships continue to thrive.

Shape Mortgage CRM Referral Partnership Management

Eliminate manual effort with seamless LOS APIs and milestone updates

Leverage our native LOS integrations with Encompass, LendingPad, and LendingDox for seamless loan management, with automatic updates on assignments, transaction data, and milestones. Stay on top of every stage with automated follow-ups to borrowers, referral partners, agents, and transaction coordinators, keeping everyone informed and eliminating manual efforts.

Shape Mortgage CRM Seamless LOS Syncing

Manage tasks and sync your calendar with Google and Outlook

Stay on target with our task management solution, enabling you to create one-off or templated tasks with scheduled cadences and checklists for efficient organization. Our calendar syncs one-way or bi-directionally with Google or Outlook, ensuring seamless integration with your email calendar.

Shape Mortgage CRM Tasks & Calendar

Centralize your communication tools

Boost lead engagement with our integrated phone system, designed to seamlessly track all inbound and outbound calls. Maximize productivity with features like inbound call routing, local presence dialing, and QuickFire call distribution. Take your sales to the next level with a user-friendly communication system that tracks call attempts, monitors last call activity, and delivers AI-powered call scoring for compliance.

Our built-in texting solution enables seamless bi-directional communication, allowing you to send SMS and MMS blasts, schedule automated messages, and engage borrowers and referral partners in long-term marketing journeys. With real-time conversations, a dedicated texting inbox, conversational views, and detailed reporting, you can streamline communication, boost engagement, and track results—all from one powerful platform.

Our built-in email tools enable you to send authenticated emails through compliant SMTP servers, ensuring secure and reliable delivery. Easily send email blasts, automate follow-ups, and personalize messages with customizable templates. Track click-throughs, open rates, and manage a shared inbox, while utilizing newsletter features to enhance engagement and effortlessly monitor campaign success.

Shape Software Mortgage CRM Call, Text & Email Suite

Unlock the power of AI Insights

Call Transcripts Icon

Call Transcripts

Call Scoring Icon

AI Scoring

Automated Summaries Icon

Automated Summaries

Follow Up Plans Icon

Follow-Up Plans

Areas of Improvement Icon

Areas of Improvement

Scored Based Alerts Ico

Score Based Alerts

Compliance Checks Icon

Compliance Checks

Reporting Insights Icon

Reporting Insights

Call Transcripts Icon

Call Transcripts

Call Scoring Icon

AI
Scoring

Automated Summaries Icon

Automated Summaries

Follow Up Plans Icon

Follow-Up Plans

Areas of Improvement Icon

Areas of Improvement

Scored Based Alerts Ico

Score Based Alerts

Compliance Checks Icon

Compliance Checks

Reporting Insights Icon

Reporting Insights

Shape Mortgage CRM Lead Engine

Increase conversions by 60% with CRO-optimization

Maximize lead conversions with Lead Engine’s CRO-optimized landing pages, lead funnels, scheduling pages, and decision trees, nurturing prospects throughout the loan process.

Shape Software CRM Mobile App

Use Shape on the go with our mobile app

Take your work on the go with Shape's mobile app. Add and manage contacts, send texts, track activity, write notes, and more, all from your mobile device.

Integrate with thousands of your favorite apps

Seamlessly connect your tools and automate workflows to streamline your processes.

Shape Software Mortgage CRM Integrations

Unlock the power of Shape in a matter of minutes!​

1
1. Sign Up
Click "Get Started" and select our best-practices mortgage template to instantly unlock your login and gain full access to Shape’s powerful Mortgage CRM and marketing suite.
2
2. Seamless Onboarding
Sit back while we handle the heavy lifting! Join our live training webinars, and let our award-winning support team take care of your data import and system setup.
3
3. Start Closing
Automate your mortgage sales and marketing with proven follow-up workflows, and leverage over 500 features to generate more leads and close more loans!
Sign Up Onboarding Icon

1. Sign Up

Click "Get Started" and select our best-practices mortgage template to instantly unlock your login and gain full access to Shape’s powerful Mortgage CRM and marketing suite.

Seamless Onboarding Icon

2. Seamless Onboarding

Sit back while we handle the heavy lifting! Join our live training webinars, and let our award-winning support team take care of your data import and system setup.

Closing Sales Automation Icon

3. Start Growing

Automate your mortgage sales and marketing with proven follow-up workflows, and leverage over 500 features to generate more leads and close more loans!

get started shape software woman pointing

Get started with Shape today