"Shape keeps all of my leads and tasks organized. This system has made it easier to take notes, schedule interviews, and access file information while I'm on a call. The automatic field saving is a life saver!"
– Angela Mirabella
Easier, Better Sales Tools
Student loan consolidation teams need tools that simplify the sales process. Shape makes it easy to get the deal closed with a robust system designed for your team.
Intake & Follow Up
Manage your entire intake workflow in one place! Build robust intake forms, manage leads, and send online contracts and essential documents securely with Shape's built-in eSignature.
Real-Time Payment Estimator
Calculate real-time, accurate payment estimates to help close the deal in an instant. Boost transparency and credibility with a click-of-a button.
Input a student’s loan history and see what they qualify for in an instant. Always know what programs are available to offer your applicants without any extra work.
Shape allows you to automatically track recertification dates and manage client cycles in one centralized location.
Online Billing and Payment
Shape has powerful online payment processing so you can collect on your monthly fees automatically. Gather billing info, schedule payments, and accept payments via credit card, ACH, or eCheck
Streamline Your Process
Shape ensures you stop wasting time on manual data entry and endless application admin. Build powerful workflows and leverage automation to provide a consistent and repeatable process for every client.
Shape’s QA tool ensures all applicant data is correct to prevent errors. Spot check before problems arise.
Use our dedicated processing checklist with automated triggers to keep the loan application process always moving forward. Build in automated follow ups and get your essential docs and info back quickly and securely.
Communicate with more customers using Shape’s integrated VOIP dialer and call scripts. Schedule your intake, record the calls, and complete your files.
Cover every base - record and log all actions you take for your clients, verify POI, and keep a clear digital paper trail to prepare for any variable that may come your way.
Be More Organized
Being organized is sometimes easier said than done, but Shape can get you there by giving your team powerful tools to stay in sync, reduce admin time, and boost efficiency.
Shape’s secure online document storage allows you to upload POI, POR, and other documents from your device to ensure streamlined compliance.
View all call records, emails, SMS for each applicant in one place and never lose track of a response or outbound communication.
Email and Calendar Syncing
Keep your team up to speed and on the same page with email and calendar syncing through G Suite and Outlook. Schedule follow up appointments in a click and never miss a beat.
Track campaign performance, lead and referral sources, top performing loan officers and more. Build endlessly customizable reports that help you make more informed business decisions.
Shape integrates with all the tools your team needs, like Payment Automation Network, NMI, Student Renew, Twilio, SendGrid, MailChimp, Zapier, Ytel, and tons more. In addition, every plan includes a free integration to eSignature solution SignbyX.
More Than Just Awesome Features
At Shape, we believe that great software is more than just the sum of its parts. To grow your business, you need a tool both you and your staff can rely on, and that starts with an intuitive interface, a solid backend, and best in class data security.
Our user interface is intuitive and easy to use. You and your staff won’t need to spend countless hours on webinars or poring over training materials to use Shape.
Shape uses advanced security features and protocols to protect the sensitive data of you and your clients.
Shape supports over 15,000 users and counting! Our dedicated team of engineers is always improving our software so you can always depend on it.
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Shape CRM Pricing
We won’t force you into a long-term contract or impose an expensive mandatory setup fee. Try before you buy with our 14-day free trial.
Features Included in Shape:
Secure online document storage
Online client portal
Team collaboration tools
Integrated dialer and call scripts
Dedicated sales and processing workflows
Dual assigned users
Secure document upload
Online billing and payments
Robust marketing automation (Email marketing, SMS, drip campaigns, more)
Customizable online documents, forms, contracts, invoices, and more
Calendar and email syncing (G Suite, Outlook, Mailchimp)
Run customized reports and analytics