Close deals 50% faster with a POS
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.
Secure doc uploads in one place
Create needs lists for different loan scenarios with an easy drag-and-drop solution for your borrowers.
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.