Next Level - Shape Software - Automate your business!

Level up your lead capture marketing dialing texting referrals sales CRM POS LOS syncing 3.4 files borrower docs data transfer LOS syncing loan updates communication notifications critical dates notes

with Next Level Loan Officers + Shape

  • 10% off user license fees & no annual contracts

  • Easy-to-use CRM with built-in call, text, and email

  • Get more applications through Shape's digital 1003 POS

  • Integrate with your Loan Origination System (LOS)

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An easy-to-use platform to take every deal from pre-loan to post-close

  • Mortgage CRM + POS

    Shape is proud to be a trusted partner of Next Level Loan Officer to provide independent mortgage brokers with an easy-to-use platform to take every deal from pre-loan to post-close

  • Marketing Automation

    Automate personalized communications to borrowers and referral partners at all stages of the loan process with Shape's pre-built template library

  • LOS Integrations

    Connect to your LOS for seamless loan syncing and milestone updates without lifting a finger.

Built-in call, text, and email

Achieve incredible speed to contact and conversions with Shape's built-in dialer, texting, and email marketing.

Mortgage-specific sales and marketing automation

1/4
"Shape is an amazing clear-cut, efficient, streamlined software that allows you to customize to your personal needs."
Timmya G., Mortgage Underwriter​
2/4
"The CRM has been tailored made for our business. It's helped us optimize our workflow and helped increase productivity."
Sara H. Major Account Executive
3/4
"The software came with everything already built into it or it was just a click to connect what we wanted in the integration dashboard."
Genevieve J. Legal Associate
4/4
"The reliability, outstanding customer service and the amount of time/expense saved daily from this awesome tool. Very easy to use."
Administrator in Information Technology and Services
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Source: Shape G2 reviews

Get started with Shape today

Simplify your lending process and consolidate all of your work into one place

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Our team of experts are here to help! Call our sales line at (888) 762-7211

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