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Learn how to post array data into Shape’s Insurance template, including multiple drivers, vehicles, properties, coverages, and incidents within a single lead using Shape’s Lead Posting API. Lead Posting Array Data into Shape’s Insurance Template Insurance leads are often much more complex than a traditional contact record. A single customer may have: Multiple drivers Multiple […]
Read guide →Learn how Shape’s AI Calling and AI Texting automate customer conversations, answer questions, schedule appointments, transfer calls, and assist your team 24/7. AI Calling & Texting Shape’s AI Calling and AI Texting allow your organization to automate customer conversations while maintaining complete control over how and when AI interacts with your customers. Whether you’re answering […]
How to Setup QuickFire Connect in your System Shape’s QuickFire Connect alerts users via phone popup to make a call. QuickFire Connect is used primarily in distribution rules, but can also be used to ensure records are followed up within a timely fashion and callback appointments are made on time and never forgotten. When users […]
Facebook makes signing up for information easy for people and more valuable for businesses. The Facebook app is useful for marketers who want to automate actions on their leads in Shape. What You’ll Need: A Facebook Account A Zapier Account: http://zapier.com “Facebook” Marketing Source(s) Created in Shape: https://secure.setshape.com/marketing-sources Setting Up Facebook Triggers Login to Zapier […]
Learn how Shape’s automatic logout works, why sessions expire after inactivity, and how to avoid losing unsaved work. Automatic Logout To help protect your organization’s data and maintain account security, Shape signs users out after an extended period of inactivity. This timeout helps prevent unauthorized access if a computer is left unattended or a browser […]
Learn how Shape Custom UI allows administrators to build custom record tabs, dashboards, reports, and embedded applications using custom forms or iframe-compatible tools. Build Custom Experiences with Shape Custom UI Every organization works a little differently. Some rely on internal tools, others use third-party platforms, and many have workflows that don’t fit neatly into a […]
Learn how AI Insights automatically records, transcribes, scores, summarizes, and analyzes phone calls in Shape Software using customizable AI prompts and workflows. AI Insights Call Analysis AI Insights automatically analyzes recorded phone calls using artificial intelligence to provide actionable summaries, transcripts, coaching recommendations, compliance reviews, and follow-up suggestions. Rather than listening to every call manually, […]
Learn how Call Waiting works in Shape Software, manage incoming calls while you’re already on the phone, and choose whether to hold, decline, or switch calls. Call Waiting Call Waiting allows you to manage incoming calls while you’re already on an active call. Instead of automatically sending the second caller to voicemail or missing the […]
Although Shape supports distribution rules as leads enter the system, some companies may want to distribute their leads prior to entering Shape. Note: Note: To assign leads through post URL, you’ll need to use the user IDs or the user names exactly as they appear in Shape. Acquiring the Field Mappings for your Departments Get […]
Enabling the Custom Workflow Tab In this guide, we’ll explain what Shape Software CRM custom fields are and discuss how they can be used. Adding a custom field to your Shape Software CRM enables you to assign extra data to a record. In turn, this helps you gain specific information or features that may not […]
What it is, why it matters, and how to set it up in Shape Numan Habib June 8, 2026 What Is Credzu? Credzu helps borrowers improve their credit so they can qualify for a mortgage in the future. This integration connects Shape CRM with Credzu so leads can automatically be invited into the Credzu program. […]
Learn how to create, manage, and organize Custom Fields in Shape Software. Build custom record tabs, capture unique business data, and use Custom Fields in reports, list pages, imports, APIs, and more. Custom Tab & Custom Fields Every Shape system comes preconfigured with hundreds of built-in fields designed around industry best practices. In most cases, […]
Learn how to connect your RingCentral account to Shape Software using either the RingCentral desktop application or RingOut API to enable outbound click-to-dial functionality throughout the CRM. Live Call Monitoring in Shape Software Shape’s Live Call Monitoring feature gives authorized managers and administrators the ability to listen to active phone conversations in real time using […]
Learn how to use Shape’s CMS Design Studio to create emails, landing pages, social media graphics, print materials, videos, and other branded marketing assets from a single design platform. CMS Design Studio The CMS Design Studio is Shape’s all-in-one content creation platform for designing and publishing marketing assets across multiple channels. Think of the Design […]
Learn how to use the Shape Customer Portal to securely collect information, request documents, track progress, obtain electronic signatures, and provide customers and referral partners with a modern self-service experience. Customer Portal The Shape Customer Portal provides your customers with a secure, branded online experience where they can submit information, upload documents, complete electronic signatures, […]
Learn how to start conference calls in Shape Software, merge additional participants into a live call, and collaborate with teammates or external contacts without leaving the CRM. Conference Calling Conference Calling, also referred to as Merge, allows you to bring additional participants into an active phone conversation without ending the original call. Unlike a transfer, […]
Learn how to use the Dial Pad, Hold, and Mute features in Shape Software while managing live phone calls. Dial Pad, Hold & Mute Shape’s dialer includes several tools that help you manage live phone conversations without leaving the CRM. These tools allow you to: Enter phone extensions and IVR menu selections Temporarily mute your […]
Learn how to use Conversations in Shape to manage calls, text messages, emails, voicemails, and notes from one unified communication timeline. Conversations Conversations is Shape’s centralized communication hub that brings every customer interaction together into a single timeline. Instead of switching between your email inbox, text messages, call history, and customer record, Conversations allows you […]
Learn how to create and use Call Scripts in Shape Software to provide consistent conversations, improve customer experiences, and give agents instant access to talking points during live calls. Call Scripts Call Scripts provide your team with pre-built talking points, questions, rebuttals, and reference materials that can be viewed during a live phone call. Rather […]
Learn how each filter operator works in Shape Software, including Equal To, Contains, Before, Within, In List, Empty Value, and more. Includes examples and best practices for building accurate filters. Filter Operators Explained Filter operators determine how Shape Software compares your filter criteria to the data in your records. The available operators vary depending on […]
Automated homeowner reports that keep you top of mind year-round. Chloe Larson September 29, 2025 What is Home Report? The Home Report from Highway is a monthly, automated report designed to keep loan officers in front of past clients by delivering real value to homeowners. These branded reports provide personalized updates on home equity, appreciation, […]
This guide covers best practices for list management, authentication, and content optimization. By following these best practices, you can improve your email deliverability, engagement, and overall effectiveness of your email marketing efforts. Regularly reviewing and updating your email strategies ensures that you stay compliant with regulations and continue to provide value to your subscribers. How […]
New Compliance That Can Impact You Starting in 2025, new TCPA consent and FCC policies will bring significant changes, particularly targeting lead generation practices and enhancing consumer protections. Here are the key updates: Specific Consent: The FCC’s new rule mandates that prior express written consent must be obtained on a one-to-one basis. This means consumers […]
Shape Software + Google Maps Shape’s address field are connected with Google Maps for predictive and auto-fill address fields. Additionally, view addresses via Google Maps directly within Shape Software Integration Capabilities Predictive address fields Google maps road, satellite and street view As you start typing in an address within Shape, Google will predict which address […]
Integration Summary ShapeCRM integrates with the DNCscrub.com API to ensure compliance with Do Not Call (DNC) regulations. This integration is intended to verify phone numbers validity as well as identifying known litigators, thus preventing unwanted contact. Process Overview To activate DNCscrub.com integration it needs to be enabled in the integration settings area by Shape’s Dedicated […]
Shape CRM integrates directly with leadPops to provide lenders with a seamless workflow that helps double your leads while boosting closing rates. With leadPops you can create engaging and high-converting lead forms that will flow prospect information directly into Shape to help you start working deals—and building great client relationships— instantly. Never miss out on […]
Connect with active buyers on Zillow and Trulia as soon as they begin their home search into your Shape Software system. Immediately follow up through Shape with drip campaigns for speed to contact and nurture throughout the sales process. What You’ll Need: Your Zillow Rep’s Contact Information A Premium Zapier Account: http://zapier.com A “Zillow” Marketing […]
Why Clear Your Cache & Cookies? Browser cache and cookies should they be cleared regularly because websites and cloud software like Shape are a composition of hundreds to thousands of files at any point to display content in your browser. Browsers (Like Chrome, FireFox, etc) try to do their part to speed up the loading […]
In this post, we’ll provide a comprehensive guide on DMARC policies, including what they are, how to set them up, the different types of DMARC policies available, and when to use each one. At its core, a DMARC policy is a way to instruct email receivers on what to do with potentially fraudulent or illegitimate […]
Learn how to create, manage, and use pre-recorded voicemail messages in Shape Software to leave consistent voicemail messages faster while remaining compliant with industry regulations. Outbound Voicemail Drop Outbound Voicemail Drop allows users to leave a pre-recorded voicemail message instead of repeating the same message throughout the day. repeating the same message throughout the day. […]
There are very small differences between deleted and inactive users in Shape Software. Deleted users are removed entirely from your system. Inactive/disabled users (a user with an “Inactive” status) remain in the list of users in case you would like to re-activate them at some time in the future. Disabled users essentially have no access […]
Learn how Branching in Shape Software allows organizations to centrally manage multiple offices, regions, brands, or business units while giving each branch the flexibility to operate independently. Multi-Branch Management Scale Your Organization Without Sacrificing Flexibility As organizations grow, so do their operational needs. One branch may specialize in purchase loans while another focuses on refinance. […]
Learn how Prioritized Views in Shape Software automatically organize records into actionable work queues using custom filters, intelligent sorting, and dynamic sections so your team always knows what to work next. Prioritized Views in Shape Software Stop Searching. Start Working. Most CRMs have one thing in common: They store your data. Unfortunately, that’s also where […]
Learn how to connect your Lightspeed Voice account to Shape Software to enable click-to-dial functionality from list pages, records, and other supported areas of the CRM. Lightspeed Voice Click-to-Dial Integration If your organization uses Lightspeed Voice for calling, Shape makes it easy to initiate outbound calls directly from the CRM using your existing Lightspeed Voice […]
Learn how to transfer calls in Shape Software using warm transfers, cold transfers, direct line transfers, ring groups, and QuickFire Blasts. Transferring Calls in Shape Software Whether you’re handing a customer off to another loan officer, transferring a prospect to an insurance agent, connecting a borrower with processing, or routing a policyholder to customer service, […]
Using Google Chrome To start, we highly recommend using Google Chrome as your browser for Shape Software. Chrome supports the latest JavaScript updates and is where we conduct quality assurance testing for new features and improvements. While other browsers can function without issues, using Chrome ensures the best performance and compatibility for daily operations with […]
Learn how to configure inbound call routing in Shape Software, including call flows, routing rules, greetings, voicemail, IVR, lead assignment, AI answering, and best practices. Designing Inbound Call Flows in Shape Software Inbound Call Routing controls what happens from the moment someone calls one of your Shape phone numbers. Whether you’re routing callers directly to […]
Learn how Local Presence automatically selects the best available local caller ID for outbound calls and text messages to improve answer rates, customer recognition, and engagement. Local Presence Local Presence automatically selects the best available phone number for outbound calls and text messages based on your customer’s location. Instead of always displaying the same caller […]
Learn how to upload, manage, and assign inbound voicemail greetings in Shape Software so callers hear the appropriate message when a call isn’t answered. Inbound Voicemail Recordings Inbound Voicemail Recordings are the voicemail greetings callers hear when an inbound call reaches voicemail. These greetings reassure callers that they’ve reached the correct business or person and […]
Learn how to create, organize, search, and collaborate using Notes in Shape, including note types, voice dictation, mentions, attachments, and reporting. Notes Notes provide a centralized place to document customer interactions, internal updates, follow-up information, and important business details throughout Shape. Every note becomes part of the record’s history, making it easy for your team […]
Learn how to use Shape’s Mortgage Borrower Portal to securely collect applications, upload documents, complete electronic signatures, track loan progress, and collaborate with borrowers and referral partners. Mortgage Borrower Portal The Shape Mortgage Borrower Portal (also referred to as the Point of Sale (POS)) provides borrowers with a secure, self-service experience throughout the mortgage process. […]
Spam and robocalls have become an increasingly significant problem in the US, leading to consumers losing trust in businesses. STIR/SHAKEN is a set of protocols designed for businesses to gain back this trust by authenticating the businesses making calls and the caller ID used in them. STIR/SHAKEN stands for the Secure Telephone Identity Revisited (STIR) […]
Assigning Records Manually There are multiple ways to assign users to records in Shape Software. In Shape, multiple users can be assigned to records as long as the users are within different departments. Here’s a few ways to assign records within Shape: Manual one-by-one user assignment Manual bulk assignment Record Pool user “claim” assignment method […]
With the Mailchimp–Shape integration, Shape users can seamlessly add to Mailchimp audiences directly within Shape. This integration means that all important record contact information now can be added to Mailchimp Audiences at the right moment via automated drip campaign steps, manually one-by-one, or in a bulk action and you can reach more with beautifully-designed Mailchimp […]
Shape’s webhooks for files with the Google Drive cloud storage platform allows originators and their teams to seamlessly connect their Google Drive account to Shape. Once integrated, uploaded borrower documents can be synchronized to a file folder within the connected Google Drive storage system. When a user presses the blue “send” icon within the portal […]
In today’s mortgage market, speed and accuracy matter more than ever. The integration between Shape CRM and LoanSifter by Optimal Blue gives loan officers and brokers the ability to pull live, borrower-specific pricing directly into their CRM—without the delays or manual work of switching between systems. This guide explains what LoanSifter is, how it connects […]
Are you generating real estate/mortgage leads that you would like automatically synced into your Homebot App? Learn how to use Shape Outbound Webhooks to Homebot app via a Zapier integration. Integration Capabilities Send contact information from Shape to HomeBot upon a status trigger within Shape Here’s What You’ll Need: A Shape Software Account with Administrator […]
A call queue allows you to call down a list of records, back-to-back, in order. You can use a call queue with regular list pages, filtered list pages, or prioritized list views. It is recommended to organize your columns to have your status column in your view to be able to easily status the record […]
Shape’s webhooks for files with the Dropbox cloud storage platform allows originators and their teams to seamlessly connect their Dropbox account to Shape. Once integrated, uploaded borrower documents can be synchronized to a file folder within the connected Dropbox storage system. When a user presses the blue “send” icon within the portal tab, you can […]
Shape’s webhooks for files with the Box cloud storage platform allows originators and their teams to seamlessly connect their Box account to Shape. Once integrated, uploaded borrower documents can be synchronized to a file folder within the connected Box storage system. When a user presses the blue “send” icon within the portal tab, you can […]
With the Quickbooks Online–Shape integration, systems using Quickbooks for estimating, invoicing, and recording payments in combination with Shape to manage their lead & customer database can now seamlessly access Quickbook’s secure payment management system directly within Shape. This integration means that important payment functions and history now lives in a single location. Integration Capabilities Send […]
IP Whitelisting for User Roles You have the ability to manage access to your system by configuring IP whitelisting, which restricts Shape’s access to specific IP addresses. This security feature allows you to define which user roles can access your system based on their location. By implementing IP whitelisting, you can ensure that only authorized […]
Shape’s Point of Sale URL The Shape Customer Portal serves as your point of sale site, and it comes with a preconfigured domain in this format: yoursiteid.shapeportal.com Your unique site ID, which is the initial part of the built-in domain, is automatically generated based on the information you provided during your company’s registration process. If […]
Learn how to use User Availability Controls in Shape Software to manage Lead Availability and Call Availability, control lead assignments and inbound calls, understand availability indicators, and configure user permissions. User Availability Controls in Shape Software User Availability Controls help administrators and users manage when team members are available to receive new leads and phone […]
If you’re experiencing issues with call forwarding when dialing through Shape software, this guide contains helpful troubleshooting tips to ensure settings on your device are not interfering with the forwarding process. Setting Up Call Forwarding in Shape Before going over troubleshooting, let’s ensure we have our call forwarding settings enabled. Click the phone icon on […]
Learn how to use Shark Tank in Shape Software to redistribute neglected leads, create shared lead pools, configure advanced rules, prioritize records, and improve lead response times. Includes setup instructions, best practices, FAQs, and troubleshooting tips. Shark Tank in Shape Software Not every lead gets the attention it deserves the first time around. Whether a […]
Learn how to create, assign, organize, automate, and complete tasks in Shape Software. Manage follow-up activities with Task Templates, Kanban and List Views, reminders, notifications, automation, and more. Task Management in Shape Software Following up at the right time is one of the most important parts of any sales or customer relationship process. Shape Software’s […]
Learn how to use the Borrower Preferred Name and Co-Borrower Preferred Name merge tokens in Shape Software mortgage templates. These dynamic merge tokens automatically use a borrower’s nickname when available or default to their first name. Borrower Preferred Name Merge Tokens When communicating with borrowers, using their preferred name creates a more personal experience. Shape […]
Learn how to use filters in Shape Software to quickly find, organize, and manage records. Create advanced searches, save filtered views, combine multiple filters, and streamline your workflow. Using Filters in Shape Software As your database grows, finding the right records becomes increasingly important. Filters allow you to narrow large lists into smaller, more meaningful […]
Learn how to use the All Records list page in Shape Software to search, filter, manage, and update all contact records from a single location. Includes filtering, Bulk Actions, exports, saved views, FAQs, and best practices. All Records List Page in Shape Software Managing records across multiple contact types can make it difficult to quickly […]
Learn how Shape Software receives warm transfers from lead providers and third-party call centers, including inbound call routing, automatic record assignment, call waiting, and best practices. Receiving Warm Transfers from Lead Providers & Call Centers Many mortgage companies and insurance agencies work with lead providers or third-party call centers that qualify prospects before transferring them […]
Learn how to connect your RingCentral account to Shape Software using either the RingCentral desktop application or RingOut API to enable outbound click-to-dial functionality throughout the CRM. RingCentral Click-to-Dial Integration If your organization uses RingCentral for calling, Shape allows you to initiate outbound calls directly from the CRM using your existing RingCentral phone system.The RingCentral […]
Learn how to use Shape Social Media Manager to connect your social accounts, create content, schedule posts, collaborate with your team, and manage your social media presence from a single platform. Shape Social Media Manager Shape Social Media Manager allows your organization to create, schedule, publish, and manage social media content across multiple social networks […]
Learn how to search, filter, import, and recruit Loan Officers, Real Estate Agents, mortgage companies, builders, and other professionals using Shape’s built-in Recruiting Database. Shape Recruiting Database The Shape Recruiting Database provides access to an extensive database of industry professionals, making it easy to identify, recruit, and build relationships with high-value prospects directly from within […]
Learn how to configure your Call Forwarding phone preference in Shape. Receive inbound calls and make outbound calls using your mobile phone or desk phone while continuing to use Shape’s built-in phone system. Call Forwarding in Shape Shape offers two methods for making and receiving phone calls: Webphone – Make and receive calls directly from […]
Importing Your Contacts into Shape You can easily import external data into Shape. By importing your contacts to Shape, you are acknowledging that your contacts have provided you consent to receive communications, and therefore have permission to market to them. Import supports data in the comma delimited text format (.csv). Follow these steps before you […]
Before configuring your user profile phone settings, please be sure that you’ve successfully enabled your phone integration, purchased a phone number, verified caller ID numbers, and added usage credits. If you haven’t done this yet, please visit the “Manage Call Settings” setting page and follow this guide. Local Presence Settings Before using local presence in […]
What is Voice Dictation? Voice Dictation, or voice-to-text, allows you to take down notes and write out SMS messages by clicking a microphone icon and speaking into your microphone/web browser. This feature saves you tons of time as people can typically talk faster than they can type. Take Notes with Voice Dictation To use Voice […]
Learn how to use Shape’s browser-based Webphone to make and receive calls, configure your phone preference, optimize call quality, and access native calling features. Using the Webphone The Webphone is Shape’s browser-based softphone that allows you to make and receive calls directly through your computer using your internet connection. Instead of forwarding calls to your […]
Troubleshoot Your Emails Going to Spam Using Shape to send emails and experiencing deliverability issues? If your messages are frequently going to the spam folder, the primary culprit is likely due to the processes your recipient’s email client uses to sort and filter messages. Ask That Your Domain Be Safeslisted/Whitelisted The easiest and quickest way […]
How to Manually Add Records in Shape Software Quickly and easily add records from you list pages. Adding a record from the list page will auto create and save a record in that record type. Note: Note: If you are not on your list pages, you can use the “+” icon in the right-hand sidebar […]
Ask clients to fill out intake forms when scheduling, and have all of their information post seamlessly into Shape as a new record. Clients can also quickly view your real-time availability and self-book their own appointments—and even pay online, reschedule with a click, and everything is tracked within Shape. Integration Capabilities Receive Acuity appointments into […]
Personalizing the Shape Pre-Approval Letter Want to adjust the design and/or verbiage of the pre-approval letter being sent from Shape? You have the ability to edit the pre-approval letter that is sent out through your customer portal. Go to Settings>Editable Documents You can do this by going to your Settings > Editable Documents. You will […]
Importing to Data Center If you are utilizing Shape’s Data Center, you can easily import external data into Shape’s Data Center. Data Center Import supports data in the comma delimited text format (.csv). Follow these steps before you start importing any data to ensure that the data is imported correctly. Format your Data File (CSV) […]
How to Export Records from Shape Lead and contact information is vital to your business. You may find yourself wanting to preserve that information. Shape not only provides the tools necessary to manage and track leads in the system, but also allows certain user roles to export this data. This article will detail how to […]
Automatic Lending Tree Lead Posting in Shape Software With the Lending Tree–Shape integration, mortgage users who are using Shape to automate their processes and to manage their lead & customer database, can seamlessly get Lending Tree leads directly into Shape. Once you have communicated your desire to send leads to Shape and received confirmation and […]
What is Encompass? Encompass Loan Origination System (LOS) is a robust mortgage origination platform developed by Ellie Mae, a leading provider of technology solutions for the mortgage industry. Designed to streamline and automate the loan origination process, Encompass LOS empowers lenders to efficiently manage and process mortgage applications from start to finish. Encompass LOS offers […]
Importing your FNM 3.2 and MISMO 3.4 Files Directly into Shape Shape Software supports the import of Fannie Mae 3.2 and MISMO 3.4 files that have been exported from a third party Loan Origination System (LOS) or similar software platform. Choose where you’d like the record to import to and then drag and drop or […]
With the BombBomb–Shape integration, Shape users can seamlessly add videos to email and SMS messages directly from within Shape. This integration will provide a more personalized and face-to-face experience when connecting with clients. With the use of this integration you are able to create and build relationships with the click of a button. Integration Capabilities: […]
Resetting your Password If you forget your password, it’s easy to change from the login screen. Just hit the “Forgot Password” link and follow the steps to resetting your password. The forgot password link will take you to another screen that will ask for your username/email address. Type in your username/password and press “Recover Password.” […]
Setting up your User Profile There are 5 tabs to configure in the user profile settings. Each user must configure their user profile settings. Personal Information Tab Update your Contact Information Enter in basic profile and contact information for yourself, your team, and any location and licensing information as needed. Upload your profile picture Your […]
Managing User Notification Settings in your User Profile Shape Software CRM includes a set of default notification preferences that each user can receive. This guide covers how to adjust the default notification settings by by changing preferences in the user profile page. These changes in each user profile are unique to each user, they are […]
What are Editable Documents in Shape? Editable documents are a way to send semi-templated letters and documents that you are able to edit within the workflow on-the-fly before sending to customers. The templates created here will auto-populate in the contacts workflow and users will be able to add and edit the template similar to using […]
Loan originators who are using Shape to automate their mortgage processes and to manage their lead & customer database, can create new loans into their Calyx Point LOS system via a 3.4 export from Shape, maintaining all important borrower information and correspondence in a single location. Integration Capabilities 3.2 FNM File export and import capabilities […]
Your Company settings page is where you can adjust your company contact information, company logo, add a footer for your customer facing POS Portal, and much more! Go to Settings>Company Settings Start by navigating to “Settings” in the top gradient bar. Next click the dropdown labeled “Account Management” to find the “Company Settings” settings page. […]
Setting the Required Fields to Create a Record Required fields are the fields your user is required to have filled out in a record in order to save the contact to your system. These field requirements can be edited within the Shape Software at any point in time and if any of the required fields […]
Connecting Google Calendar or Outlook Calendar to Shape Elevate your workflow with seamless integration of your Gmail (Google Workspace) or Outlook email and calendar into Shape Software CRM. This integration enables you to synchronize calendar events and consolidate all your important information within a single, user-friendly platform. This guide also includes step-by-step instructions on how […]
What are Event Types in Shape? Event Types in Shape are used to categorize your calendar events and are usually centered around concerted efforts to achieve common business goals. Manage your event types that will apply to your system as a whole and will allow you to categorize events and filter your calendar. Configuring your […]
What are Distribution Rules in Shape? Distribution rules in Shape come into play when a record enters the system through automated marketing, API integration, or imports. These rules ensure timely and appropriate assignment to the right user. However, distribution rules are optional. If you prefer to have records enter the system unassigned and later assign […]
Connecting Verse.io to Shape Software Shape CRM integrates directly with Verse.io to turn your new leads into sales ready opportunities through immediate AI-Driven and Human-Powered conversations. With Verse.io you follow up with leads immediately which helps convert more leads into sales. Immediate follow-up leads to higher conversion rates. Slow follow up is one of the […]
What are Role Permissions? Shape comes out of the box set up for best practices in your industry but because not every company operates the same way, Shape gives you the ability to customize what each user role has access to manage in the system. Define what admins, managers and basic users are able to […]
How are Teams Utilized in Shape? A team can be a group of users that can be added from any department and consist of users with any permission. Teams are used to manage and track productivity among a group of people. Creating and assigning teams to managers also allows managers to track productivity amongst the […]
Configuring Notification Templates in Shape Notification Templates are the popups that come up on your screen when you’re logged into the system and receive a notification. These notifications can be for calendar event reminders, missed calls, voicemail messages, new leads, new record assignments, QuickFire connect, etc. You can manage these notification templates by going to […]
What is Email Validation in Shape? Email Validation verifies if an email address is deliverable and valid. Shape’s email validation involves a process that catches typos, whether they are honest mistakes or purposeful misdirects. It also confirms if a particular email address exists with a reliable domain such as Gmail or Yahoo to reduce bounced […]
How does Shape Manage Multiple Departments? Because not all departments have the same daily activities, we give you the control to change the workflow tabs that you want your departments to see for a more customized experience. An example of this would be your sales department vs your HR department views. Note: Note: Shape is […]
Why are Statuses so Important? Statuses are an integral part of Shape as they drive automation processes. Statuses are also a way to track your records and move them through your pipeline. Knowing these elements is central to cohesion amongst your staff. How to Use and Manage Custom Statuses 1. Go to Settings > Manage […]
How are Call Outcomes Utilized in Shape? Call Outcomes are statuses used to disposition a call once completed. Set your calls as “Bad Number” “Interested” “Not interested” or add custom call outcomes to your system! Configuring your Call Outcomes Go to Settings>Call Outcomes Start by navigating to “Settings” in the top navigation bar. Next click […]
Utilizing Process Checklists in Shape Create and manage checklist items for your users to follow internally. This process checklist appears in the left hand sidebar of the record details page for your users to stay on track. This tool is a wonderful way to keep track of a process or processes in progress as well […]
How Tags are Used in Shape Tags can be used for more precise organization of your records and targeted marketing in drip campaigns. Every record has a “Tags” field that supports multiple tags. These tags can be automatically attached upon record entry through triggers or manually added within the record. Go to Settings>Manage Tags Start […]
Adding Users to Shape To involve your team in Shape Software, easily invite them by adding them as users to your account. Access the “Manage Users” settings page by clicking on the gear icon for “Settings” in the top right corner of your screen. Note: Note: Managing users is limited to upper role permissions. Regular […]
How to Use your Integrated eSignature Solutions Have documents you need to send for eSignature? Upload and map your eSignature documents here for your users to send via email or text in their workflow. Note: Note: If you are finding that tokens are not aligning properly on your documents, please make certain that your PDF […]
What are Company Resource Documents? Company documents are templated documents that you’re able to send to your records via the “Flyers” tab. Upload your files that you need to send over and over again to records like posters, flyers, & content. Also, use the mapping functionality for .pdf or MS Word Documents to customize the […]
Integration Capabilities The integration between Simple Nexus and Shape Software API enhances your lead management process by automatically creating new leads in Shape whenever a borrower signs up to initiate a loan application in Simple Nexus. This integration operates as a one-way push from Simple Nexus to Shape, ensuring seamless data flow and efficient lead […]
Options for Email Templates in Shape Email Templates An email template is a prewritten email, simplifying and expediting the email creation and sending process. These templates serve various purposes, from manual to automated campaigns. Email templates are versatile and appear in different contexts within the system, from regular email sending to drip campaigns and more. […]
How Does Shape Manage Duplicate Records? Maintaining accurate data builds the trust of your team and helps you work toward complying with various data protection and privacy regulations. Shape gives you tools for managing duplicates one at a time manually or automatically to track and eliminate duplicate records. Run different duplicate rules for different scenarios […]
Configuring your Dashboard Control what you track on your system dashboard. You can use the Dashboard Settings page to dictate what you track in the pre-made graphs that appear when you first log into Shape Software. Go to Settings>Dashboard Settings First navigate to “Settings” in the top navigation bar. Then click the “Custom Configuration” dropdown […]
User Guidelines in Shape Software Manage guidelines helps counsel users through their processes to ensure that they are following proper procedures and protocol. Write out guidelines to help with user training and compliance. Don’t see this in your workflow? Go to the “Manage Departments” settings page and enable it into the workflows of the departments […]
Billing & Transactions Features Billing and Transactions settings in Shape allows you to manage usage credits, payment methods and gather invoices! Usage credits and your communications package balance can be used for activating and using several features in Shape such as purchasing phone numbers, sending SMS or MMS messages, and activating and using call monitoring. […]
Manage Your Holidays In Shape Holidays can be set up in the system along with triggers to send out communication information to your clients. We have the typical holidays already set up for you, but sometimes other holidays are observed that aren’t already in the system and you may want to add them. This done […]
How to Utilize the Bulk Record Update Feature Bulk Record Update allows you to update multiple records in your system at the same time. Bulk record update lists can be a Comma Delimited Text (.csv) file and must contain the Shape record ID of the records you want to update to ensure the correct records […]
The steps for connecting Shape’s soft credit pull feature are as follows: To use the Shape credit pull feature, ensure you have at least $100 in usage credits. To add credits, go to your account settings, select ‘Billing and Transactions,’ and follow the prompts to add the desired amount. Here is a direct link for […]
How do you Block Unwanted Communications? Your Shape system empowers you to proactively block unwanted inbound calls & texts from specific numbers, offering a robust solution to stop unsolicited communication. Adding Numbers to your Block List 1. Go to Settings > Block Inbound Numbers First navigate to “Settings” in the top navigation bar then click […]
Record Assignment Permissions by User Role The Record Assignment Permissions settings page within Shape allows you to choose which user roles have permissions to assign and re-assign records to users in Shape. 1. Got to Settings > Record Assignment Permissions Start by clicking “Settings” in the top navigation bar and selecting the “User & Permissions” […]
The connection between Shape Software and Arive can be set up with a Zapier Premium account to allow loan files to be sent from Arive to Shape and update the status accordingly in Shape from Arive. Integration Requirements Before getting started, please ensure that you have the below requirements for the connection: A Shape Software […]
If your answer rates are slipping or your business number is being labeled as “Spam Likely,” you’re not alone. Carriers and apps are cracking down on what they consider unwanted calls—and legitimate businesses are getting caught in the mix. Shape’s built-in Spam Remediation helps you monitor, manage, and resolve phone number reputation issues so you […]
What is Two Factor Authentication Two-Factor Authentication (2FA) significantly enhances the security of login processes by adding an extra layer of verification beyond just a username and password. In Shape you have the option of receiving a unique, time sensitive security code to your mobile phone or your email. By requiring two forms of authentication, […]
Texting is an easy and efficient way to communicate in Shape Software. Research shows that SMS open rates are as high as 98%, compared to just 20% of all emails. And, on average, it takes 90 seconds for someone to respond to a text and 90 minutes to respond to an email. Enable bi-directional MMS […]
With the LendingDox–Shape bi-directional integration, loan originators who are using Shape to automate their mortgage processes and to manage their lead & customer database, can seamlessly create new loans to LendingDox directly from within Shape. After the loan file creation, LendingDox will then update Shape moving forward with field updates and loan status changes. This […]
What is a Marketing Source in Shape? Marketing Sources in Shape are utilized by your lead providers to post lead data automatically into Shape! With the Marketing Sources settings page, you can effortlessly add and edit your lead sources within the system, gaining insights into the most successful ones. This feature offers a range of […]
SMS Opt-Out Shape, by default, handles standard English-language reply messages such as STOP, UNSTOP, UNSUBSCRIBE or CANCEL for Toll-Free and Long Code messages, in accordance with industry standards. Supported opt-out and opt-in keywords for Shape Messaging are listed below. STOP, STOPALL, UNSUBSCRIBE, CANCEL, END, or QUIT Any of these STOP keyword replies will prevent a […]
What’s the difference between Referral Partners and Associates? Referral Partners are typically business contacts that send you leads. A referral partner can also be linked as a real estate agent, attorney, CPA, etc. via the “Realtors & Associates” tab within a record as well, so when in doubt, add the record as a “Referral Partner.” […]
How to Utilize Outbound Webhooks from Shape A webhook is a way for an app to provide other applications with real-time information. A webhook delivers data to other applications as it happens, meaning you get data immediately. Creating an Outbound Webhook The first step in creating and consuming a Shape webhook is getting the URL […]
How do you Search for Records in Shape? If you’re new to Shape, you may be wondering where to find certain customers. You can search for records either in a specific record type list, or you can search system-wide. To search on Shape, follow these steps: Use the Master Search feature To do a system-wide […]
Creating a SMS Template in Shape Create SMS templates for quick and efficient text message sending and automated campaigns. SMS templates are seen throughout the system from regular text message sending to drip campaigns and beyond. 1. Go to Settings > SMS Templates In the top navigation, navigate to your settings pages. On the settings […]
Configuring User Permissions to your Reporting Pages Manage access to your system reporting pages and analytics through Report Access Permissions. Define what admins, directors, managers and basic users can see in their “Reports” section. Utilize the check boxes on this page to determine what User roles (user, manager, director, admin, portal user, partner user, and […]
In this guide, we will outline the workflow between EverQuote and Shape to ensure a smooth integration and transition for new EverQuote customers starting with Shape. The following sections detail the steps for getting started and provide information about the integration process. Integration Requirements Shape Account with Admin Access EverQuote Account Integration Capabilites Receive new […]
Tracking Your Marketing Data Shape’s Marketing Compliance tab allows you to track the effectiveness of your marketing campaigns, optimize your marketing spend, and gain insights into customer behavior. By capturing UTM (Urchin Tracking Module) data, you can measure which campaigns drive traffic and conversions, calculate key metrics like CPC (Cost Per Click) and CAC (Customer […]
Integration Requirements Shape Software Account with Admin Access RETR Account Integration Capabilities Receive Agents from RETR automatically to Shape Receive Loan Officer Recruits from RETR automatically to Shape How to Connect Shape to RETR Connecting Shape to RETR is very easy and can be accomplished in just a few steps: Once connected, endpoints for each […]
Enhance your sales team’s effectiveness with visually appealing, customized marketing templates seamlessly integrated into your Shape instance. To get started with the Content Management System (CMS), reach out to your Account Manager or email us at help@setshape.com. Using Pre-Built Design Templates in Shape’s CMS Platform Shape’s CMS platform provides a wide range of pre-built design […]
What is EZLynx? EZLynx is a valuable platform for insurance agencies, primarily known for its comparative rating engine and agency management system. It enables agents to generate real-time quotes from multiple carriers, manage policies, handle claims, and store documents efficiently. Integration Benefits Shape and EZLynx work seamlessly together by combining Shape’s lead management and CRM […]
Keeping Notes on Records in Shape Although there are a few places to add notes in your CRM, depending on your template and tabs enabled, the primary area to add and view notes about a record in the system is on the left-hand productivity sidebar. Here, you can and, edit, and view record note history […]
What is a Marketing Source in Shape? Marketing Sources in Shape are utilized by your lead providers to post lead data automatically into Shape! With the Marketing Sources settings page, you can effortlessly add and edit your lead sources within the system, gaining insights into the most successful ones. This feature offers a range of […]
Learn how to connect your 8×8 account to Shape Software to enable click-to-dial functionality from list pages, records, and other supported areas of the CRM. 8×8 Click-to-Dial Integration If your organization uses 8×8 for calling, Shape makes it easy to initiate calls directly from the CRM using your existing 8×8 phone system. The 8×8 Click-to-Dial […]
What are Automated Actions (Triggers)? Triggers are a way to automate aspects of your system from productivity tools within your CRM (note popups, calendar popups, record conversions, etc) to communication tools such as an email or text message being sent to your customers. Note: Note: For communications that require follow up over longer periods, as […]
Integrating your Favorite Apps with Zapier This guide includes instructions for utilizing Zapier Webhooks to post lead data into Shape! Here’s what you will need: A Shape Software Account with Administrator Access A Zapier Premium Account Creating Marketing Source Posting URLs for Your Zaps The first step to any Zapier integration is to create a […]
Integration Details The LendingPad-Shape bi-directional integration empowers loan originators to streamline their mortgage processes and efficiently manage their lead and customer database. With this integration, users can effortlessly create new loans in LendingPad directly from within Shape, ensuring a seamless workflow. Once the loan file is created in LendingPad, any updates to fields, critical dates, […]
What is Drip Campaign Automation? A drip campaign is an automated marketing strategy where a series of pre-scheduled messages are sent to prospects or customers over time, aiming to nurture leads and guide them towards a desired action. It allows businesses to deliver personalized and targeted content at scale, fostering engagement and driving conversions. Managing […]
Configure Shape Software’s cloud phone system, including phone providers, phone numbers, caller IDs, texting, call recording, spam remediation, and more. Phone System Configuration in Shape Software Shape Software includes a fully integrated cloud phone system that allows your organization to make and receive calls, send and receive text messages, route inbound calls, assign dedicated phone […]
Learn how to use Quick Actions in Shape Software to call, text, email, create notes, assign tasks, and schedule calendar events directly from list pages without opening a record. Quick Actions in Shape Software Quick Actions allow you to complete common tasks directly from supported list pages without opening the full record. Whether you’re calling […]
Learn how to use Contact Management List Pages in Shape Software to search, filter, organize, update, and manage records. Includes Quick Actions, Bulk Actions, saved views, columns, exports, indicators, and best practices. Contact Management List Pages in Shape Software Contact Management List Pages are where users spend much of their time in Shape Software. Whether […]
Adjusting Record Visibility for your Users Shape Software provides a flexible data sharing design that allows you to expose different data sets to different sets of users, so users can do their job without seeing data they don’t need to see. Define how user roles within your system are able to view records based on […]
Shape’s AI Call Insights automatically transcribes, scores, and analyzes every phone call, leveraging advanced AI technology to give your team a competitive edge. In the “Call Log” section of the Contact Log tab, you’ll find a wealth of data at your fingertips: AI call scores, call durations, insightful summaries, call recordings, user details, outcomes, and […]
How does the Shape Mortgage POS Portal Interact with Referral Partners? Use the mortgage POS to invite referral partners and buying and selling agents to see people they’ve referred, add notes, view the progress, generate pre-approval letters, and more. Note: Note: On the “Lead Details” tab within the CRM, connect referral partners via the “Referral […]
What is Blend and why teams use it Blend is a mortgage Point of Sale system that lets borrowers complete their loan application online in a guided, step by step experience. Borrowers can enter personal information, property details, and financial data in one place instead of sending documents back and forth over email. When Blend […]
Learn how to use Bulk Actions in Shape Software to update multiple records, assign contacts, send bulk communications, organize data, and streamline your workflow. Includes step by step instructions, best practices, FAQs, and troubleshooting tips. Bulk Actions in Shape Software Managing records one at a time can be time consuming, especially when you’re working with […]
What is 10DLC? 10DLC is an acronym that stands for 10-digit long code, and 10DLC registration means that your number is registered through a third-party organization called The Campaign Registry (TCR). It’s a process designed to ensure a positive and secure consumer experience and protect the performance of your text campaigns. 10DLC is the new […]
Sales Boomerang, now known as TrustEngine, is a mortgage industry-focused customer intelligence and retention platform. It provides lenders with real-time insights into their borrowers’ behaviors and financial situations, helping them identify opportunities to re-engage with past customers or potential leads. TrustEngine Overview Borrower Intelligence: Trust Engine monitors borrowers’ financial activities, such as credit score changes, […]
Records are the core of your Shape workspace. This guide covers the basics of creating and managing them. What Is a Record? A record represents a single contact or lead in your CRM. Every record has a status, an owner, and a history of activity. How to Create a Record 1 Open the Records page […]
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