Mortgage Borrower Portal | Shape Software - Shape Software - Automate your business!

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.

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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

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

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