Close 41% more mortgage loans

Generate more leads with a built-in Marketing Suite

Be the first to reach prospects with automated email, text, and phone sequences. 1,000+ pre-built templates ready to deploy.
Stand out with a brandable Customer Portal

Use Shape’s digital 1003 application and secure borrower portal with Shape’s powerful automation to close more loans.
Reduce data entry by 40% with an integrated LOS

Integrate with your favorite LOS to automatically sync your LOS data with your CRM and automate e- mails, texts, and calls to optimize pipelines.

Get a 15-minute mortgage demo

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Over 100,000 customers served

― from 2,000 reviews

Industry leading mortgage features

Lead Scoring

Score leads based on interest level, engagement history, and patterns. Prioritize activities based on time-sensitivity & value.

Lead Distribution Rules

Auto-assign leads to agents based on loan officers licensure, location, and availability.

Cloud-Based Phone Platform

Make calls with 1-click and automatically log them to the CRM. All-in-one interface. No new hardware required.

Shark Tank Lead Pool

Store old or neglected leads in a shared contact pool. Sales reps can quickly access and create new campaigns.

Follow-Up Campaigns

Automatically follow up with leads via email & text. Get the 17 touch points you need to win a client.

Marketing Templates

1,000+ mortgage-specific templates. Email, texts, posters, and more. High converting. Ready to send.

eSignature

Populate documents with signatures in seconds. Eliminate lengthy manual signing processes.

Borrower Portal

Secure hub for borrowers to complete loan applications, upload legal documents, and more.

Document Needs List

Automatically request relevant documents based on customer answers in loan applications.

Automated Reminders

Send automated email & text reminders to borrowers to keep application moving. Plus loan status updates keep them informed.

LOS Syncing

Integrates with all major LOSs. Includes encompass, Lending Pad, Lending Docs, Calyx, Mortgage Coach, and more.

Integrations

Integrates with 5,000+ apps, including Google Workplace, Microsoft 365, and Calendly.

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

Trusted and loved by 100,000 users and growing

4.8/5 ―

from 2,000 reviews

What our customers say

"Software is easy to use... other products I have used required massive customization to be usable. Shape is ready to go out of the box, with small changes to verbiage."

Chris W. Mortgage Loan Officer

Source: Shape G2 reviews