For more detailed logs and reporting, you may have noticed a long string of alphanumeric characters in your text messages and logs. This is...
What is SMS Caller ID? SMS Caller ID is the Shape phone number that is associated with the user. Shape uses regular ten-digit phone...
Call directly from your CRM through your web browser. No phones, other hardware, or apps necessary for inbound or outbound calls. Headset recommended. Transfer...
Where Do Unassigned Records Go? When a record enters the system either via an automatedmarketing source, an API integration, or (if your rule defines...
Only using calling or texting in your system? Turn ON & OFF calling and/or texting features from within the “Manage Call Settings” settings page...
Mortgage “Loans” Tab in Lead Details Within the record details pages, we’ve added the ability to add more loans to your borrower’s profile. Track...
“Loans” Report in Navigation Bar Track all current and existing loans across multiple borrowers in a single location. The “Loans” report shows all quick...
North American Addresses Supported in Auto-Fill Working in the US and/or Canada? Shape Mortgage template auto-fill addresses and reporting now support both countries! Related...
Blue List (Current Call) Highlight Using the phone in Shape to call down your list of leads? Keep track of which call you’re currently...
What is CIC Credit Pull? Experience fast, professional credit reporting from CIC Mortgage Credit nationwide through Shape’s cloud infrastructure is user-friendly and accessible 24...
Changing templates will take time and may require a template change fee.
Not sure what to choose? Contact us.