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!
Pros: Easy to find what you’re looking for with the search and side Bar feature. Built in email portal. Phone and texting is easy to use and the design is better than any other mortgage software system out there in the market.
Cons: None. Haven’t explored all the features yet but have not found anything negative about the software so far. Texting templates can be easy to setup but needs to be customize to get them personalized.
Overall, great way for processing loans. CRM tools are easy to use, and the LOS and other integrations help to automate a lot of processes. Loan originating is a lot easier with all of the built-in features.
The software expedites the loan process from start to finish. The dashboard keeps all parties informed, including the borrower.
Pros: This software is user-friendly and easy to follow. Shape helps to STAY organized and focused on selling and making money. I love the automated follow up system and the details so we don’t lose out on any possible opportunities. This system guides you to stay in front of potential clients, to which we all know proper communication is KEY to acquiring new clients. Highly recommend Shape for any Mortgage Business that doesn’t use this CRM. I have used other CRM/POS software, Shape is second to none. (you will see!!!)
Cons: The only thing in my brief review and I wouldn’t say this is a con because the reward on the backend is significant because the Shape is so extensive configuring to your exact needs requires some input on the business owner.
Overall: Overall the system is easy to use and definitely value add for any mortgage business. The system takes manual labor out of your day and automates many tasks that allow for time spent on higher value-add items for the business.
