Contact Panel Auto Refresh As Lead Creates
When you manually add a lead now, you'll notice the contact panel to the left will automatically refresh the moment you fill in the required fields. We want to give you the option to call right away.
Marketing Sub-Sources
Setup Marketing Sub-sources to give that additional level of detail on where the customer is coming from.
Add footer/disclaimer on your email template dynamically!
With the one two combo of "Email Footer" section and "Company Merge Token Content", you can insert email disclaimer/disclosure dynamically depending on the email campaign and product needs.
Mortgage Calculator
Attention Mortgage User! Our Calculator tab has undergone improvements to provide you with an even more user-friendly experience. Here's what's new:
Role Permissions Categorized
Hi Shape Adminstrators! We've now categorized the Role Permissions into 5 folders for better organization. See below for more.
Service Provider Tab
Attention Mortgage User! The Realtor & Assoicates Tab on a record has been renamed to Service Providers. You will find the usual fields you're used to and we added a few more features to the page. See below for more detail.
Lead Details
Introducing new features to our workflow tabs such as internal tabs for easier navigation, enhancements like the TCPA toggle for automated messaging preferences, updated language preferences, and streamlined layouts for borrower and property information and more, offering a clearer and more user-friendly interface.
User Profile
See upcoming changes in fields, options, and settings in the user profile, with an emphasis on improving user clarity and functionality.
Referral Partners
This video covers upcoming updates to various tabs within the partner information section, highlighting enhancements to contact info, personal and social media details, gifting information, additional details such as referral status, rank, volume, and more to gain a more comprehensive overview of your partners.
Texting
Now, Shape's conversational texting logs show the Caller ID Number of each text message, enhancing visibility and transparency.
Block Inbound Numbers
Is an unwanted call distracting you? It's now easy to learn how to stop it. We've added a Get Help article with a step by step walk through right on the Block Inbound Numbers setting page.
Note Mentions
We've introduced an enhanced collaboration feature that allows you to tag team members with an "@" symbol in notes for seamless communication and quick access to important client information.
Loan Linking
Streamline your loan management by linking multiple loan transactions together, providing a comprehensive view of all loans connected to borrowers.
Customer Portal Update
We've given our customer portal a fresh new look with our latest update, enhancing the user interface for a more intuitive and enjoyable experience.
AI Support Chat
Introduced AI support chat to provide instant answers to system-related questions, eliminating the need to open tickets for faster issue resolution and improved user experience.
Training Webinars
We've expanded live training webinars to four times per week to provide users with increased scheduling flexibility and the opportunity for more users to participate and receive training.
Recent Engagement Filter Conditions
We have introduced the ability to prioritize and filter by last email open date, last email click-through date, and last text message response date, empowering users with advanced filtering options for effective lead management and engagement tracking.
Pro Use-Case Tips
- This feature plays a key role in the "Recent Engagement" Best Practices Prioritization Rules. It enables users to identify records that have recently responded to a text message, clicked on an email, or opened an email, helping you identify opportunities in lead management.
CRO Landing Pages - Lead Engine
Beautifully designed landing pages that actually convert. Streamline your workflow to effortlessly attract, captivate, and convert a steady stream of valuable leads
ShapeAI Dashboard
We're excited to introduce ShapeAI (Beta), featuring a productivity dashboard inspired by the power of OpenAI and Google, designed to supercharge your efficiency.
Google Analytics Marketing Tracking
Enable seamless integration with Google Analytics, allowing efficient identification of lead interest and engagement with the website, providing valuable data for optimizing marketing strategies and enhancing user experience.
- Learn More
Lead Assignment via Inbound Call Routing
Our inbound call routing rules now offer enhanced functionality, supporting both initial user assignment and seamless reassignment to another user upon answer when necessary, providing greater flexibility and efficiency.
Enhanced UI Responsiveness
We've enhanced the performance of our responsive design across all browser-based experiences, ensuring a smoother and more efficient user interaction.
Status Tracking Reports
Shape has introduced two new status tracker reports aimed at monitoring lead conversion trends across the entire sales cycle. These reports will help uncover valuable insights related to marketing expenditures and identify opportunities for user training.
Conversion Reports
- User Status Tracker This report features user names in the first column, allowing us to track their historical status conversions as their assigned leads progress through the sales funnel.
- Marketing Source Status Tracker In this report, the first column lists the source names. This tracker will monitor historical status conversions across the sales cycle based on marketing sources.
Status Tracking Upgrade
Introducing the new "Monitoring" tab, designed to help you track historic sales cycle milestones and achievements within contact records.
Historic Status Monitoring Filters
Now, our list page filters offer a historical tracking option for status monitoring, giving you the convenience to view both current and past statuses effortlessly.
Status Monitoring List Columns
Our historic date and time tracking columns have been enhanced to include all statuses in reporting and list views, enabling you to drill down to the contact level for comprehensive insights into the sales cycle.
Improved Custom Fields Tab
The "Custom" tab is now expanded by default, streamlining user experience by displaying field data without manual expansion.
Open API - Add Calendar Event
We've made the "Add Calendar Event" API call more robust by incorporating additional features.
Custom SMTP Email Sending Connection
Introducing the option to send emails via external SMTP email servers. This setup bypasses our regular sending servers, ensuring cost-free email transmission.
Improved Reports Index
The reports page now features a searchable sidebar, displaying popular and saved reports on the right. Reports on the left open in new tabs as before.
Encompass Integration
Expanded functionality includes pulling back "Loan Status" field, "GFE Application Date," and "Estimated Closing Date" through updates, going beyond standard 3.4, assignments, and milestones.
Enhanced Prioritized Views & Shark Tank
Now you can effortlessly sort each rule section based on the ShapeIQ lead score.
Enhanced Lead Distribution Caps
We've refined the counting process to exclude assignments from the LOS, ensuring accurate lead allocation without considering leads created by new loan files.
User Management Upgrade
Now includes the option to export an active users report in CSV format for easy data retrieval.
Improved Contact Log Tab
We've added a call outcome column to the contact log tab on lead details, making it easier to track and review call results.
Enhanced Outbound Webhooks
The "Shape Data Points" field is now searchable, simplifying the process of finding and sending data points externally.
Phone Number Block List
Halts outbound calls, inbound calls, and inbound texts from defined blocked numbers.
Compliance Texting Block List
Messages are prevented from sending when using prohibited words. An error message will display, stating: "Oops! Prohibited message content detected. Please rewrite your message and try again."
Enhanced Quick Fire Connect & Triggers
Streamlined trigger optimization during API initiation for improved performance.
Redistribution Rules Update
Now disregards edits to the "Default" status on the main list as an indication of active work. Previously set to the system's "New" status default.
Marketing Sources
To avoid confusion, update "Title" to "Source Name" on the list page and change "Campaign Name" to "Source Name" on the add/edit page.
Email Templates
Enlarge the "Message" section for creating new templates, providing a user-friendly and clear space for composing the email body.
Manage Customer Portal Settings Page
Enhance user experience by linking "Link Company Details" to this page: https://secure.setshape.com/company-settings, facilitating easy updates to company information when necessary.
Activity Log Enhancement
The activity log now identifies the outbound webhook payload in activity logs for better visibility and troubleshooting.
Drip Campaigns
Added 8 industry development-created drip campaigns into the mortgage system.
Shark Tank and Prioritization Rules
Optimized rule re-organization and slider filters for an enhanced admin experience.
Marketing Sources
Streamlined table columns and new lead source addition process for user-friendly experience. Include source name, posting location, and utilize "Advanced Source Details" for additional fields as needed.
User Role Enhancement
Introduced 2 customizable user roles for increased flexibility in role options and permissions, enhancing user role capabilities.
Screen Size Improvement
Incorporate left-right arrows when tabs exceed the screen size, enabling smooth navigation for enhanced user experience.
QuickFire Connect Popup
Enhance design and user experience of the popup for seamless and engaging user interaction.
Mortgage Portal
Enable addition of multiple real estate owned properties, which save in the file and synchronize with the 3.4 file for seamless management.
Duplicate Management Enhancement
Implement the ability to check for duplicate merge contacts based on the existing source name, expanding the scope beyond just the new lead source in the exclude/include sources.
Enhanced Encompass Date Filtering and Tracking
We've introduced the ability to filter lists, prioritization views, and reports by tracking dates sent in from Encompass. To distinguish these fields, use an "Encompass" prefix when searching in columns, filters, and other areas.
Outbound Webhooks
Enabled the capability to send static or typed-in information out of Shape via our outbound webhooks.
Search Bars
Enhance user experience by highlighting search bars in blue when clicked, providing clear feedback to indicate the active field.
Import Field Mappings Settings Page
Addressed wrapping issues when dealing with large amounts of data for field mapping, ensuring smooth functionality.
Enhanced Tracking in Lists and Custom Reporting
Introduced a new "Last Inbound Call Route" column that displays the friendly name and a "Last Inbound Call Date" column showing the date and time of the last inbound call, enabling efficient monitoring of call activity and sources.
User Profile Enhancement
Integrated up to 4 "custom" fields, each with a capacity of up to 100 characters, allowing easy incorporation into merge tokens and outbound webhooks.
Tags Field Improvement
Optimize UI and performance by allowing the tags field to expand, wrap, and display all assigned tags (up to 10) for the file.
Shark Tank Enhancement
Include an "Assigned Users" filter in the Last Contact Attempt slider to exclusively filter activities related to the assigned user, preventing filtering by someone attempting to claim the lead.
Enhanced ShapeAI Voice Dictation Tool in Chrome
Significant improvements to the ShapeAI voice dictation tool for a better user experience and increased performance.
Improved Master Search
Now rejects unsupported characters in the query and displays a toast message alerting users of invalid input.
Quickfire Logic Verification
Enhanced logic verification with a {30} second timer to automatically remove the popup from users' views after no activity.
Open API "Search Lead" API Call Response Enhancements
Improved response handling for scenarios with multiple records matching the search criteria.
- Routine maintenance
- Every Saturday between 5pm - 10pm PST
To maintain the reliability of our system, we conduct routine checks every Saturday between 5pm and 10pm. Typically, these maintenance activities won't disrupt your use of the system. Nonetheless, there may be rare instances of short-term service interruptions.
