Borrower point of sale

Save over 20 hours a month, and close loans 50% faster with a digital 1003, borrower document collection, and LOS integrations.


Trusted by over 21,000 users & growing

A mobile-optimized branded digital portal

Secure doc uploads in one place

  • Templated Document Sets

    Create needs lists for different loan scenarios with an easy drag-and-drop solution for your borrowers

  • eSignature Solutions

    Digitize contract signing without the cost and maintenance of a third party

  • Cloud-Based Storage

    Stop digging through emails for attachments and automatically gather all required documents in one place

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.

Rated 5-stars for ease of use & value

"Shape is an amazing clear-cut, efficient, streamlined software that allows you to customize to your personal needs."
Timmya G., Mortgage Underwriter​
"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
"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
"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

Source: Shape G2 reviews

Get started with Shape today

Implement a better process for your customers

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

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