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Close 41% more loans with Shape

Get a free, no-obligation 1:1 demo with a Shape professional to discover how Shape's purpose-built sales and marketing automation tools can transform your business.

Key Features:

Sales

  • CRM + Lead Management
  • Sales Automation & Analytics
  • Dashboards & Leaderboards

Communication

  • Built-in Compliant Dialer
  • Two-way Texting + MMS
  • Email Automation & Tracking

Marketing

  • Professional Templates
  • Pre-made Drip Campaigns
  • Bulk Messaging & Sequences

AI

  • AI Content Generator
  • ShapeIQ AI Lead Scoring
  • 24/7 AI Support Chat

Get a 15 Minute Demo

After 25 years I've finally found the CRM that has helped me reduce cost and increase revenue.

Brady Webb

American Mortgage Solutions

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Over 100,000 customers served

― from 2,000 reviews

Everything your mortgage company needs

Marketing Suite

Maximize your mortgage marketing efforts with our purpose-built suite. Generate more leads, close more loans and enhance customer engagement from application to post-close.

Leverage our pre-built email, text, video and campaign templates, co-brand with realtors and referral partners and send newsletters at ease.

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Borrower Portal

Use Shape's brandable borrower portal to provide a professional customer experience. Get more applications, provide a secure platform for customers to gather information, upload sensitive documents, and close more loans.

Deploy Shape’s e-mail and text automation to send reminders to your borrowers to complete their application and let the software do the tedious follow-up required to optimize your pipeline.

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LOS Integrations

Seamlessly sync and share data between your Loan Origination System (LOS) and Shape. Reduce manual data entry and mitigate the common struggles of loan officers including duplicates, missing requirements, or errors in data.

We API with your LOS to dynamically update contact information, loan applications, loan statuses, documents, and any other relevant information.

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Realtor & Partner Referrals

Send beautiful co-branded e-mails, flyers, and landing pages with your realtors and partners. Create transparency for your partners through pipeline views, automated notifications, and increase opportunities through engagement and collaboration.

Provide a professional co-branded borrower portal and leverage Shape's many partner and referral management features to maximize the ROI of your closed loans.

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Tasks & Calendar

Shape's task management kanban or list view makes it easy to work through your task list. Turbocharge your efficiency and collaborate with team members to make working your daily tasks a breeze.

Seamlessly sync your Google and Outlook calendars to Shape to make managing your events even easier. Manage your team on one shared calendar and automate scheduling.

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Prioritized Views

Simplify your loan officers' days by taking the guesswork out of what the best sales opportunities are to contact. Work smarter by automating your sales pipeline and creating the best closing opportunities among your leads.

Set your team up for success with Shape's ready-made views, or create your own customized views. Stop using dated workflows and get automated.

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cloud based calling

Integrated cloud-based calling, texting, & email.

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    Complete Phone System

    Integrated dialer, phone numbers, local presence, IVR, voice mail, call monitoring, quick fire connect, call scripts, call recording, and much more

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    Text, GIFs, and MMS

    Complete texting platform to message and market your customers. Use our proven pre-built text marketing campaigns to convert more loans

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    Email Sending Servers

    Leverage Shape's email servers to track click-through, open, and bounce rates, ensuring effective monitoring of your mortgage email drip campaigns. Keep client conversations organized with our integrated email inbox

Industry leading mortgage marketing suite

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Convert 60% more with Lead Engine

Allow the Shape team to create your landing pages, saving you from the complex process of selecting the right tools and sparing you months of design work that may ultimately fall short when integrating with your tech stack. Our range of customizable template options ensures we have your needs covered.

Customize your user experience through inbound call routes, seamless appointment booking, and interactive lead funnels for lead qualification. Enjoy the freedom to choose your preferred service methods, guaranteeing personalized experiences and optimal results for you and your customers.​

Streamline your scheduling process with integrated calendar automation. Say goodbye to endless back-and-forth emails when trying to find the perfect time to connect. Experience the convenience of efficient scheduling and unlock more high-value meetings.​

Lead funnels revolutionize lead qualification with interactive, quiz-style forms that effortlessly captivate prospects and encourage meaningful connections. Engineered using Conversion Rate Optimization (CRO) principles, these forms consistently deliver 3x more qualified leads compared to conventional contact forms.​

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Shape Software CRM Mobile App

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.

Book a Demo

Start closing more loans in a matter of minutes!

1
1. Sign Up
Simply click the "Get Started" button and choose our best practices mortgage template to begin. Your login credentials and full access to the Shape system will be unlocked instantly.
2
2. Seamless Onboarding
Leave the heavy lifting to us! Become a Shape pro with our daily training webinars, and let our support team handle data import and system implementation for you.
3
3. Start Closing
Automate your sales and marketing. Deploy mortgage marketing materials that have been proven to convert, and harness the power of over 500 features to generate more leads and close more loans!
Sign Up White Background

1. Sign Up

Click the "Get Started" button, pick your industry, and sign up. Your login credentials and full access to your Shape system will be unlocked immediately.

Onboarding White Background

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.

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3. Start Growing

Unlock the power Shape to automate your sales & marketing. Deploy hundreds of automated built in marketing materials and leverage 500+ powerful features to convert more deals today.

Book a Demo

100,000+ customers automate sales & marketing with Shape

41%

Increase in Sales

18%

Faster Sales Cycle

40 hrs

Saved per Month

Integrate with thousands of your favorite apps

Integrate your CRM with thousands of your favorite apps
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Get started with Shape today

Book a Demo
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