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.
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 CRMS/POS software Shape is second to none (you will see!!!)
Shape is an all in one CRM/POS and marketing tool that is a must for any originator. It has never been easier to manage my pipeline and referrals, and my numbers have never been higher. I highly recommend Shape to any originator, as it has literally revolutionized my career.
I was impressed with how easy it is o maintain your pipeline with all of the integrations and automations. I love how everything from lead funnels to file sharing easily accessible. One of my favorite features is the “if/then” functionality you can choose for marketing campaigns.
