Streamline 1003 apps 3.4 files borrower docs data transfer LOS syncing status updates communication notifications critical dates notes

with Mortgage Coach + Shape

Bi-directional loan file creation & updates
Automatic milestone synchronization
Transfer borrower documents
Sync notes, critical dates, and service providers

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Integrated for lending and real estate professionals

Loan File Creation

Seamlessly create new loans automatically upon 1003 app completion and migrate Mortgage Coach loans into Shape
Status Updates

Shape seamlessly receives the loan status and critical dates from Mortgage Coach, eliminating double data entry
Document Sync

Using Shape's integrated borrower point of sale, request borrower needs lists and immediately send approved documents directly into Mortgage Coach

Automated loan update notifications

Keep borrowers, referral partners, agents, and other loan stakeholders up to date as the loan progresses through each milestone

Industry-leading CRM, POS, and LOS tech stack

1/4

"Shape is an amazing clear-cut, efficient, streamlined software that allows you to customize to your personal needs."

Timmya G., Mortgage Underwriter

2/4

"The CRM has been tailored made for our business. It's helped us optimize our workflow and helped increase productivity."

Sara H. Major Account Executive

3/4

"The software came with everything already built into it or it was just a click to connect what we wanted in the integration dashboard."

Genevieve J. Legal Associate

4/4

"The reliability, outstanding customer service and the amount of time/expense saved daily from this awesome tool. Very easy to use."

Administrator in Information Technology and Services

Source: Shape G2 reviews

Trusted and loved by 21,000 users and growing

Convert more leads & close more deals.

Get integrated with Mortgage Coach and Shape CRM + POS today

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