Close deals 50% faster with a POS
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A mobile-optimized branded digital portal
Provide a professional portal and login for your clients with your logo and branding, to automatically gather information, documents, and more with Shape’s portal.
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Secure doc uploads in one place
Create needs lists for different loan scenarios with an easy drag-and-drop solution for your borrowers.
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Survey-style lead funnels
Save time by letting the software gather 1003 applications from your borrowers in a user-friendly way, and integrate with your LOS solution for easy loan file creation & milestone updates.
