We respond to prospects as soon as they inquire and nurture them post-close, ensuring that your team receives transaction-ready leads. Prospects will receive the attention they require, so that agents can focus on active buyers and sellers, leading to more sales.
Customize your online intake forms, contracts, and customer documents, or use our proven pre-built templates. Shape’s integrated eSignature solutions and built-in client portal allow you to get forms back quickly and securely.
For team collaboration and transparency, assign numerous department users to a single record — no more unassigning and re-assigning for record access. Views can be customized based on departmental requirements and permissions all in one multi-object database.
Shape for real estate saves you time by generating hierarchal pipelines for properties, investors, and buyers, automatically logging notes, following up with customers, and keeping track of deals.
Sync all of your meetings and tasks between your Google or Outlook calendar and Shape, and use Calendly and Acuity reservations to make scheduling your showings or client meetings easier. A shared calendar view is available in Shape’s transparent events workspace for managerial oversight.
With Shape’s Google Maps integration, you can predictably auto-fill and view your buyers’ and sellers’ addresses in roadmap, street, and satellite views for virtual property assessments. View real-time Google Maps data within your Shape dashboard to always keep tabs on your current or upcoming listings.