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Automate personalized communications to borrowers and referral partners at all stages of the loan process. Shape’s best practices content library, created by mortgage marketing experts, is simple to implement and engages your customers from lead to post-close. Connect to your LOS for seamless milestone updates without lifting a finger.
Shape’s built-in client portal provides borrowers with a virtual hub where they can complete 1003 applications and upload documents to expedite the loan process. Take customers through an easy-to-use survey-style questionnaire that collects all necessary information and documentation and is accessible from any device.
Automatically sync your loan data from your Loan Origination Software (LOS) with Shape to substantially increase the loan process’ efficiency from start to finish. Shape integrates with the most popular LOS systems quickly and effortlessly.
Use Shape’s 3.4 MISMO or 3.2 FNM import and export features to quickly establish new loans in both CRM and LOS systems without having to manually retype borrower information.
For team collaboration and transparency, assign numerous department users to a single record — no more unassigning and re-assigning for record access. Views can be customized based on departmental requirements and permissions all in one multi-object database.
Automate mortgage communications by nurturing leads to application, updating borrowers and referral partners at crucial loan milestones, and offering omnichannel post-close outreach to attract repeat business, so lenders can focus on what they do best – closing more loans.
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