Feature set and pricing. We used Salesforce and hubspot in the past and both were more expensive and lacked the functionality we get outside of the box with shape. Dialer, texting, e-mails, prioritized list views, lead scoring etc. all came ready without any coding or integrations. We configured the drip campaigns ourselves easily and manage all our accounts (and leads) out of Shape. Great system, would recommend 10/10 times.
The software is great, but the support and service from Shape is the best I’ve ever experienced. We’ve used several mortgage softwares in the past and some of them are ok but figuring them out can be a pain. Shape’s support (Dani and her amazing team 🙂 helps us immediately whenever we have a question or want to learn something. Getting new employees onto the system, setting up their system, or trying to learn about texting thru the system (our latest endeavor).
This software makes the process look so easy. It’s a great way to stay organized from the application to funding of a loan. I love the easy means of communication to the borrower for items needed and if an item is declined or approved. The way that all the screens are laid out is very easy for all parties to follow along. The software seems to cover everything!
Overall: Overall, I love the software. Enough to even sign up for my company right away. The campaigns help you to stay in touch with clients past and present and this is key to keeping clients for the long term.
This software makes the process look so easy. It’s a great way to stay organized from the application to funding of a loan. I love the easy means of communication to the borrower for items needed and if an item is declined or approved. The way that all the screens are laid out is very easy for all parties to follow along. The software seems to cover everything!
Love the user interface and the features that come with our system. We use Shape for our lead generation, e-mail marketing and our team uses the phones as well. We recently purchased the LOS (client portal) which has helped save time with document gathering etc. Our team has obviously had to work a lot harder in this down market and having Shape in place to generate leads has been a big help.
