Get started with Mortgage Coach + Shape

Bi-directional loan file creation & updates
Automatic milestone synchronization
Transfer borrower documents
Sync finished milestone dates and user assignments

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Learn about Shape in 3 minutes

Curious about Shape's all-in-one solution and what it can do for you? Our short 3 minute video showcases its top features and tools. Check it out!

Industry-leading CRM, POS, and LOS tech stack

Loan File Creation

Automatically generate new loans upon 1003 app completion and smoothly transfer existing Mortgage Coach loans to Shape. Stay informed with timely field updates during the loan lifecycle.

Status Updates

When critical dates are updated in Mortgage Coach, Shape will receive the status, date and time stamp, corresponding notes, and updated user assignments, avoiding duplicate data entry.

Document Sync

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

Boost lead capture with Mortgage Coach + Shape

Automated loan update notifications

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

Hundreds of pre-made mortgage templates

Shape provides expertly crafted email, text, and video templates based on proven results. Utilize Shape’s integrated communication tools, including a dialer, text and MMS messaging, and seamless email, to streamline your communications with clients.Transform your business and increase loan closings with Shape’s automated follow-up sequences. From holiday greetings to new borrower welcome campaigns and loan updates, Shape provides proven follow-up strategies that you can start with just a click of a button.

Pre-built industry-leading drip campaign sequences

Transform your business and increase loan closings with Shape’s automated drip campaign sequences. From holiday greetings to new borrower welcome campaigns and loan updates, Shape provides proven follow-up strategies that you can start with just a click of a button.

Integrated borrower portal

Save 20+ hours monthly and close deals 50% faster with Shape’s secure borrower portal. Our point of sale platform streamlines the collection of 1003 applications and needs list documents in a user-friendly way.

Gain valuable insights with advanced reporting

Shape allows you to track user performance, marketing and campaign insights, create custom reports, and gain valuable analytics insights to make data-driven decisions.

Industry leading mortgage marketing suite

Shape AI makes your work easier

Revolutionize your customer relationships with Shape's built-in artificial intelligence.

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.

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