"Shape keeps everything organized for me and saves me hours worth of work each day. It makes the job easier and more manageable. I find myself and my entire workforce more productive."

– Jedd Lara, Assent Mortgage


Build Better Relationships


In the digital mortgage era, your team needs a system that builds strong relationships with potential borrowers and clients. Shape gives you a powerful solution to deliver and delight for years to come.


Email Automation

Send perfectly timed follow ups, build nurturing drip campaigns, automate status updates, and more. Shape’s email automation frees up valuable time and keeps your process consistent and compliant.

Calculate Payments

Shape’s payment amortization calculators help you provide accurate and real-time payment data your prospects need to make decisions. Cut down turnaround times and boost client satisfaction with ease.

Easy Intake

Manage your entire intake workflow in one place! Build robust intake forms, manage leads, and send online contracts and important documents securely with Shape's built-in eSignature.

Team Chat

Get the answers you need in an instant with Shape’s internal team chat feature. When your LO can get in touch with a processor in seconds, deals are done more efficiently and clients needs are exceeded.


Boost Your Conversions


Shape helps simplify your lending process by using smart automation to achieve incredible speed to contact. Focus on the right prospects at the right time and start achieving more.


Lead Prioritization and Lead Distribution

Score and assign quality leads to your team instantly. Connect with clients, lenders, and loan officers from a single platform and never miss out on a possible opportunity.

Duplicate Lead Management System

Shape uses intelligent automation to keep duplicate leads organized to your preferences. Get notified instantly when high priority prospects re-engage to make closing the deal more likely.

Seamless LOS Syncing

Streamline the entire loan process from start to finish by exporting to Fannie Mae 3.2 File or Bi-directionally syncing with your LOS. Shape is a preferred partner of Encompass and Calyx Point.

Dialer & SMS Messaging

With click to dial, inbound & outbound calling, call recording, local presence, SMS messages, and more, your team gets the enterprise-level sales features they need to close every deal.

Status Automation

Backlogged when new leads pour in? Shape can intelligently automate overflow prospects into a shared lead pool based on status or timeframe. New business will never go waiting very long!


Stay In Sync


In addition to great sales and marketing tools, Shape comes packed with a true and easy to use CRM that makes organizing and managing your mortgage business easier than ever.


Team Collaboration

Unlike other systems, Shape’s CRM allows leads to have multiple owners which means your team gets complete visibility and transparency into all activities for every prospect.

Email and Calendar Syncing

Keep your team up to speed and on the same page with email and calendar syncing through G Suite and Outlook. Schedule follow up appointments in a click and never miss a beat.  


Track campaign performance, lead and referral sources, top performing loan officers and more. Build endlessly customizable reports that help you make more informed business decisions.


Shape integrates with all the tools your team needs, like Twilio, SendGrid, MailChimp, Zapier, Ytel, and tons more.


More Than Just Awesome Features


At Shape, we believe that great software is more than just the sum of its parts. To grow your business, you need a tool both you and your team can rely on, and that starts with an intuitive interface, a solid backend, and best in class data security.


Intuitive UI

Our user interface is intuitive and easy to use. You and your team won’t need to spend countless hours on webinars or poring over training materials to use Shape.


Advanced Security

Shape uses advanced security features and protocols to protect the sensitive data of you and your clients.


Powerful Backend

Shape supports over 15,000 users and counting! Our dedicated team of engineers is always improving our software so you can always depend on it.

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Shape Software Pricing

We won’t force you into a long-term contract or impose an expensive mandatory setup fee. Try before you buy with our 14-day free trial.


Features Included in Shape:

  • Lead Prioritization

  • Lead Distribution

  • Duplicate Lead Management

  • Preferred partner of Encompass and Calyx

  • Bidirectional LOS Syncing

  • Export Fannie Mae 3.2 File

  • Zillow Property Lookup

  • Secure online document storage

  • Team collaboration tools

  • eSignature solution

  • Custom Workflows

  • Integrated dialer

  • SMS Messaging

  • Robust marketing automation (Email marketing, SMS, drip campaigns, more)

  • Payment calculator tools

  • Configurable online intake forms, contracts, invoices, and more

  • Library of document templates (Emails, forms, texts, and more)

  • Calendar and email syncing (G Suite, Outlook, Mailchimp)

  • Run customized reports and analytics

  • Track referrals and lead sources

  • And more!


Highly Rated Amongst Customers

Shape Software has been the most valuable tool for our business in tracking prospects and customers, following up, communicating, and nurturing relationships after their project has been wrapped up. We’ve found that it was an easy to adopt and use because of the intuitive layout and workflows. Shape’s customer service and expertise in helping us get our custom software up and running really helped us to tailor the platform to our needs.
— Patricia D.
Shape Software is intuitive, organized, customizable, and great for any sized company. It’s been our most valuable tool in helping to streamline our processes. Your are able to test out all of the features of Shape for 14 days free with their trial to get a better feel for how it works. Shape is very reasonably priced and comes with all the CRM necessities to run most businesses.
— Jenna A.