Your all-in-one mortgage platform.
From lead generation and loan origination to marketing, communication, automation, AI, and reporting, Shape brings every part of your mortgage business together in one connected platform.
Your mortgage marketing toolkit
Access thousands of high-converting templates, social posts, and flyers designed to help loan officers fill their pipeline and close more loans—built into Shape’s mortgage marketing CMS.
- ✓ Pre-made flyers, emails, and landing pages
- ✓ Social media tools with ready-to-post content
- ✓ Campaigns built for every stage of the loan process
Centralize your calls, texts, and emails
Shape’s built-in call, text, and email tools let you connect 1:1 or run bulk campaigns—all in one place, with email authentication, 10DLC compliance, and built-in spam protection.
- ✓ Two-way SMS/MMS with images, videos and emojis
- ✓ Built-in, compliant dialer with call tracking & scoring
- ✓ Automated outreach with AI built-in
“Can you send today’s rate?”
“Sent! Want to lock it in today?”
Power your pipeline and partnerships
Shape’s all-in-one CRM helps mortgage teams manage leads, prioritize follow-up, and move faster with built-in communication, automation, and integrations—so nothing slips through the cracks.
- ✓ Lead management with smart prioritization & routing
- ✓ Built-in dialer, text, and email with full tracking
- ✓ Automated workflows, task management & reminders
Turn clicks into closings with smarter funnels
Shape’s CRO-optimized landing pages and lead funnels are fully designed, built, and maintained for you—with expert integrations that drive real results and sync directly to your mortgage CRM.
- ✓ Survey-style funnels that qualify and route leads
- ✓ Embedded scheduling tools to auto-book consults
- ✓ Done-for-you, integrated, and optimized
Simplify every loan with a built-in POS
Collect borrower docs and 1003 applications in one place—synced to your LOS without extra logins, tabs, or manual work. Shape’s built-in POS helps you move faster and close with less friction.
- ✓ One portal for 1003s and doc collection
- ✓ Notifications and workflows that move loans forward
- ✓ Syncs to your LOS—no copy/paste or double entry
Track realtor referrals & strengthen partnerships
Shape’s built-in referral partner tools help you manage, prioritize, and nurture your most valuable realtor relationships—with full tracking, automation, and co-branded marketing built right in.
- ✓ Identify and track top-performing referral partners
- ✓ Use rules to target high-value agents
- ✓ Run automated co-branded outreach
Eliminate manual work with LOS sync APIs
Shape’s native LOS integrations with Encompass, LendingPad, LendingDox, and more keep your pipeline moving with real-time updates, milestone syncing, and automated follow-ups—no manual data entry required.
- ✓ Auto-sync loan data, milestones, and assignments
- ✓ Send real-time updates to borrowers and partners
- ✓ Keep agents and transaction coordinators in the loop
Stay on track with tasks and calendar sync
Manage daily to-dos and stay organized with built-in task tracking and seamless calendar sync to Google and Outlook—designed for busy loan officers who need everything in one place.
- ✓ Set one-off or templated tasks with cadences
- ✓ Build checklists tied to specific workflows & roles
- ✓ Sync your calendar with Google or Outlook
Unlock actionable insights with reporting
Track performance, lead conversion, and marketing ROI with Shape’s built-in reporting tools—giving you the data you need to improve campaigns, train your team, and grow faster.
- ✓ Monitor user activity and lead conversion rates
- ✓ Track CPA, CAC, ROI, and marketing performance
- ✓ Use insights to optimize campaigns & workflows
Explore the features mortgage teams love most.
Every lead. Right place. Right time.
Automatically assign every lead to the right loan officer every time.
Reassign missed leads automatically so no opportunity slips through the cracks.
Let available loan officers instantly claim and work new opportunities.
Automatically route leads to loan officers licensed in the borrower’s state.
Prevent duplicate records before they create extra work.
Smart Lead Assignment
Automatically assign every lead to the right loan officer every time.
Lead Redistribution
Reassign missed leads automatically so no opportunity slips through the cracks.
Shark Tank
Let available loan officers instantly claim and work new opportunities.
State-Based Routing
Automatically route leads to loan officers licensed in the borrower’s state.
Duplicate Management
Prevent duplicate records before they create extra work.
Built for mortgage. Not forced into it.
Manage every branch with centralized oversight and branch-level flexibility.
Give every user the right tools, access, and rules for their role.
Let LOs, LOAs, and teams work together from the same loan record.
Collaborate across loan files with shared visibility and @mentions.
Surface your highest-priority borrowers so you always know who to contact next.
Branching
Manage every branch with centralized oversight and branch-level flexibility.
Roles & Permissions
Give every user the right tools, access, and rules for their role.
Multi-Object Database
Let LOs, LOAs, and teams work together from the same loan record.
Team Visibility
Collaborate across loan files with shared visibility and @mentions.
Prioritized Pipelines
Surface your highest-priority borrowers so you always know who to contact next.
Your tech stack deserves better than copy and paste.
Sync loan data, milestones, assignments, and updates automatically with your LOS.
Use Shape’s built-in POS or connect your preferred borrower application platform.
Automatically import leads from LendingTree, Free Rate Update, and other lead providers.
Connect Shape to virtually any platform with flexible APIs and real-time webhooks.
Build powerful integrations with Zapier, Make, and other no-code automation tools.
LOS Integrations
Sync loan data, milestones, assignments, and updates automatically with your LOS.
Borrower Portals
Use Shape’s built-in POS or connect your preferred borrower application platform.
Lead Provider Integrations
Automatically import leads from LendingTree, Free Rate Update, and other lead providers.
Open API & Webhooks
Connect Shape to virtually any platform with flexible APIs and real-time webhooks.
No-Code Automation
Build powerful integrations with Zapier, Make, and other no-code automation tools.
Marketing your borrowers will actually engage with.
Create flyers, social graphics, emails, and marketing materials without leaving Shape.
Schedule, publish, and manage content across your connected social media accounts.
Launch professionally designed mortgage marketing campaigns in just a few clicks.
High-converting landing pages we design, build, and optimize for you—with built-in lead capture.
Keep borrowers engaged with automated email and text campaigns for birthdays, holidays, loan milestones, anniversaries, follow-up, and more.
Design Studio
Create flyers, social graphics, emails, and marketing materials without leaving Shape.
Social Media Manager
Schedule, publish, and manage content across your connected social media accounts.
Mortgage Templates
Launch professionally designed mortgage marketing campaigns in just a few clicks.
Landing Pages
High-converting landing pages we design, build, and optimize for you—with built-in lead capture.
Automated Campaigns
Keep borrowers engaged with automated email and text campaigns for birthdays, holidays, loan milestones, anniversaries, follow-up, and more.
Build the team everyone else wishes they had.
Discover top-producing Realtors by production, location, and market to build stronger partnerships.
Build recruiting pipelines and manage every stage of your loan officer recruiting process.
Search production data to identify your next referral partner or top-producing hire.
Track the deals your referral partners send and how they pull through your pipeline.
Shape comes with a built-in prospect database—and connects with RETR, MMI, Model Match, and more when you want to add your own data streams.
Realtor Recruiting
Discover top-producing Realtors by production, location, and market to build stronger partnerships.
LO Recruiting
Build recruiting pipelines and manage every stage of your loan officer recruiting process.
Production Search
Search production data to identify your next referral partner or top-producing hire.
Referral Tracking
Track the deals your referral partners send and how they pull through your pipeline.
Recruiting Integrations
Shape comes with a built-in prospect database—and connects with RETR, MMI, Model Match, and more when you want to add your own data streams.
Every borrower hears back. Every time.
Send and receive texts with images, videos, GIFs, and emojis directly from your CRM.
Send one-to-one emails or large campaigns with built-in authentication and tracking.
Let AI answer questions, nurture leads, and schedule appointments around the clock.
Reach your entire database at once with bulk text and email campaigns.
See opens, clicks, replies, bounces, and unsubscribes to measure every campaign.
Two-Way SMS & MMS
Send and receive texts with images, videos, GIFs, and emojis directly from your CRM.
Email Marketing
Send one-to-one emails or large campaigns with built-in authentication and tracking.
AI Texting
Let AI answer questions, nurture leads, and schedule appointments around the clock.
Bulk Campaigns
Reach your entire database at once with bulk text and email campaigns.
Engagement Tracking
See opens, clicks, replies, bounces, and unsubscribes to measure every campaign.
The phone system loan officers actually want to use.
Display local phone numbers to improve answer rates and borrower engagement.
Instantly connect live leads to available loan officers for faster conversations.
Transfer calls internally or externally with warm transfers that keep conversations moving.
Give managers a live view of every active call, with the ability to listen in and coach in real time.
Reduce spam labeling and improve deliverability with built-in phone reputation tools.
Local Presence
Display local phone numbers to improve answer rates and borrower engagement.
QuickFire Connect
Instantly connect live leads to available loan officers for faster conversations.
Call Transfers
Transfer calls internally or externally with warm transfers that keep conversations moving.
Live Call Monitoring
Give managers a live view of every active call, with the ability to listen in and coach in real time.
Spam Remediation
Reduce spam labeling and improve deliverability with built-in phone reputation tools.
Stay compliant without second-guessing yourself.
Automatically respect federal and internal DNC lists before calling or texting.
Track SMS and email consent while honoring opt-outs automatically.
Improve deliverability by verifying email addresses before campaigns are sent.
Identify invalid, disconnected, or risky phone numbers before outreach.
Built-in safeguards help your team stay aligned with messaging and communication requirements.
Do Not Call Protection
Automatically respect federal and internal DNC lists before calling or texting.
Consent Management
Track SMS and email consent while honoring opt-outs automatically.
Email Validation
Improve deliverability by verifying email addresses before campaigns are sent.
Phone Validation
Identify invalid, disconnected, or risky phone numbers before outreach.
Compliance Monitoring
Built-in safeguards help your team stay aligned with messaging and communication requirements.
Know exactly what’s driving funded loans.
Monitor production, pipeline, sales activity, and team performance in real time.
Track funded loans, conversions, revenue, and pipeline health across your organization.
Measure which lead sources and campaigns generate the most closed loans.
Motivate your team with real-time rankings based on calls, production, and performance.
Identify trends, coaching opportunities, and growth recommendations powered by AI.
Live Dashboards
Monitor production, pipeline, sales activity, and team performance in real time.
Production Reporting
Track funded loans, conversions, revenue, and pipeline health across your organization.
Marketing Attribution
Measure which lead sources and campaigns generate the most closed loans.
Leaderboards
Motivate your team with real-time rankings based on calls, production, and performance.
AI Insights
Identify trends, coaching opportunities, and growth recommendations powered by AI.
AI that helps every loan move forward.
Shape AI answers new inquiries, qualifies borrowers, books consultations, automates follow-up, and surfaces your best opportunities so every borrower gets the attention they deserve.
Customer is interested in getting started and requested a follow up this week. Ready for sales outreach.
Connect your entire mortgage ecosystem.
Shape is built to be your all-in-one mortgage platform, but when you need to connect with your mortgage technology, native integrations, webhooks, Zapier, and our open API make it easy.
Connect instantly with the mortgage tools your team already uses every day.
Explore integrations → BuildOpen APIBuild custom integrations and automate data with our fully documented REST API.
See what’s possible → AutomateWebhooksTrigger real time updates and keep your systems connected as data changes.
Learn more → ExtendNo Code AutomationConnect Shape to thousands of apps with Zapier, Make, and other no code platforms.
Explore automation →Mortgage doesn’t stop at your desk.
Whether you’re meeting borrowers, touring properties, or between appointments, the Shape mobile app keeps your calls, texts, notifications, tasks, and loan pipeline right at your fingertips.
- Call or text borrowers with a single tap
- Never miss a new lead, message, or follow-up
- Access your CRM, pipeline, and tasks from anywhere
Built for every stage of growth.
Whether you’re a solo broker, managing multiple branches, or leading an enterprise lending organization, Shape scales with your business so your team can work smarter at every stage.
Why lenders choose Shape
Built to support large teams, multi-branch operations, and complex workflows.
- Two-way SMS/MMS with images, videos and emojis
Round robin, state licensing filters, caps, and more
- Instant lead capture from all sources
Web, lead providers, and other third-party integrations
- Bidirectional LOS integrations
Encompass, LendingPad, Arive, and others
- Full pipeline visibility
Filter by user, branch, region, or channel
- Role-based dashboards
Custom views for LOs, LOAs, processors, and managers
- Milestone-triggered automation
Automatically follow-up at key stages like pre-approval, ctc, and funding
- Centralized campaign management
Easily manage outreach across branches and departments
- Built-in compliance tools
Includes support for 10DLC, TCPA, and DNC
- Full admin control
Manage workflows, user roles, and team-level permissions
- Scalable for any model
Works for retail, wholesale, consumer direct, or hybrid setups
Why brokers choose Shape
Perfect for solo producers, small teams, and growing broker shops.
- Simple, powerful lead management
No IT team or custom setup required
- Instant connections to lead sources
Zillow, LendingTree, Facebook Ads, websites, and more
- Built-in call, text, and email tools
Communicate directly from each contact record
- Pre-built campaign automation
Follow-ups for new leads, pre-approvals, doc requests, & more
- Works with popular mortgage tools
TrustEngine, MBS Highway, Handwrytten, and more
- Built-in design studio
Easily create flyers, landing pages, emails, and co-branded materials
- All activity tracked automatically
No extra logins or disconnected tools
- Task tracking and follow-up reminders
Stay on top of every borrower, every step
- Referral partner visibility
Keep agents in the loop with real-time updates
- Affordable and fast to launch
Be up and running in days — not weeks
Getting started is the easy part.
Onboarding, real human support, and ongoing resources — built to get your team live fast and keep you moving long after.
Up and running in days, not weeks.
A guided, white-glove onboarding experience that helps your team get up and running quickly—without the complexity, confusion, or guesswork.
- Dedicated implementation specialist
- We migrate and organize your data
- CRM tailored to your workflow
Meet your implementation specialist and build your launch plan.
We securely migrate and organize your existing data.
Your CRM, automations, and workflows are tailored to your business.
Go live with confidence after hands-on training and final review.
Help that doesn’t stop after launch.
Get instant answers from Shape AI anytime, or connect with a real product expert by phone or email whenever you need personalized help.
- 24/7 AI support with instant answers
- Real product experts by phone or email
- A dedicated account manager for the life of your account
- Support guides and video tutorials
- Live webinars and personalized training
Never wait for help.
Shape AI provides instant answers, guides you step by step, and gets you moving faster whenever you have a question.
Keep getting more from Shape.
Whether you’re training new hires or mastering advanced features, our live training, self-paced courses, and expert resources help your team get more value from Shape every day.
- New learning opportunities every week
- Resources for every role and experience level
- Learn at your own pace, anytime
- Keep your team up to date with new features
- Expert help when you need it
Free live sessions with Shape experts every week.
Structured training for every role and skill level.
On-demand tutorials, walkthroughs, and support articles.
Need extra help? Hire our experts for custom projects and hands-on assistance.
Built to earn your trust from day one.
Your data is protected with enterprise-grade security, encryption, independent audits, and compliance standards trusted by businesses in regulated industries.
Visit our Trust Center →Skip the complexity. We’ll manage your 10DLC registration so your business texting stays compliant and delivers reliably.
Learn more →Mortgage is complicated.
Your CRM shouldn’t be.
Eliminate disconnected systems and manual work. Shape brings every conversation, workflow, and borrower into one place so your team can focus on what matters most: closing more loans.
“The system has all the features we need to run our business smoothly, and the support has been excellent. Corey has been great, always quick to respond and guide us along the way. It makes a big difference having a CRM that not only works but also comes with a team that truly helps.”
“Shape software has been fantastic to work with! Jim was especially great. He helped get my system up and running quickly and made the whole process smooth and stress free. Highly recommend their support and service!”