Run Your Student Loan Consolidation
Business in One Easy to Use Software


Streamline sales, reduce processing time, and manage customers effectively.


"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.

Program Wizard

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.

Re-Certification Management

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.


Quality Assurance

Shape’s QA tool ensures all applicant data is correct to prevent errors. Spot check before problems arise.

Processing Checklist

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.

Integrated Dialer

Communicate with more customers using Shape’s integrated VOIP dialer and call scripts. Schedule your intake, record the calls, and complete your files.

Activity Tracking

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.


Document Upload

Shape’s secure online document storage allows you to upload POI, POR, and other documents from your device to ensure streamlined compliance.

Contact Log

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, Twilio, SendGrid, MailChimp, Zapier, 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.


Intuitive UI

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.


Advanced Security

Shape uses advanced security features and protocols to protect the sensitive data of you and your clients.


Powerful Backend

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:

  • Lead Automation

  • Secure online document storage

  • Online client portal

  • Team collaboration tools

  • eSignature solution

  • Integrated dialer and call scripts

  • SMS Messaging

  • Contact log

  • Dedicated sales and processing workflows

  • Dual assigned users

  • Document templates

  • Submission checklist

  • Quality assurance

  • Secure document upload

  • Online billing and payments

  • Robust marketing automation (Email marketing, SMS, drip campaigns, more)

  • Payment calculator

  • Customizable online documents, forms, contracts, invoices, and more

  • Calendar and email syncing (G Suite, Outlook, Mailchimp)

  • Run customized reports and analytics

  • And more!


Highly Rated Amongst Customers

Shape Software has been the most valuable tool for our business in tracking prospects and customers, following up, communicating, and nurturing relationships after their project has been wrapped up. We’ve found that it was an easy to adopt and use because of the intuitive layout and workflows. Shape’s customer service and expertise in helping us get our custom software up and running really helped us to tailor the platform to our needs.
— Patricia D.
Shape Software is intuitive, organized, customizable, and great for any sized company. It’s been our most valuable tool in helping to streamline our processes. Your are able to test out all of the features of Shape for 14 days free with their trial to get a better feel for how it works. Shape is very reasonably priced and comes with all the CRM necessities to run most businesses.
— Jenna A.