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
