With the Encompass–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 in Encompass directly from within Shape, maintaining all important borrower information and correspondence in a single location.
Read MoreWith the Calyx Point (Point Central)–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 in Point Central directly from within Shape, maintaining all important borrower information and correspondence in a single location.
Read MoreLearn how SMS Opt-Out and Email Unsubscribe works in Shape Software
Read MoreWith 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 newsletters and templates.
Read MoreWith the Floify–Shape integration, loan originators using Floify to automate their mortgage processes in combination with Shape to manage their lead & customer database can now seamlessly access Floify’s secure document management system directly within Shape. This integration means that all important borrower documentation and correspondence now lives in a single location.
Read MoreWith the Floify–Shape integration, loan originators using Floify to automate their mortgage processes in combination with Shape to manage their lead & customer database can now seamlessly access Floify’s secure document management system directly within Shape. This integration means that all important borrower documentation and correspondence now lives in a single location.
Read MoreInbound rules process and route inbound calls to the right destination, i.e. a particular phone number, user, department, team, etc. Create your inbound call rules and queues using this settings page.
Read MoreAdd calling, messaging, and phone numbers to roll out new ways for your customers to contact you. In order to make calls, receive calls, and send and receive text messages in your Shape Software system, you must enable the dialer. You must have at least one phone number in the system, which you can get below by pressing “Get Phone Number” and choosing your area code of choice. Your Shape Phone number is multi-functional and supports calling, SMS, and MMS on the same number. After getting a Shape phone number and verifying non-Shape phone numbers with caller ID, choose your primary system phone number.
Read MoreThis video tutorial covers Shape's Google predictive address fields as well as the Google Map functionality within Shape Software CRM
Read MoreThis video tutorial covers all the ins and the outs of the list pages in Shape Software CRM. Learn how to add columns, reorganize, filter, and more.
Read MoreThis video tutorial covers how to add and edit notes in the lead details sidebar of Shape Software CRM and how to manage the note type categories within the settings pages.
Read MoreA department is a group of people that have the same daily tasks and areas of expertise and ability. An example of this would be your sales department vs your HR department. 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. Need different tabs? Contact us at support@setshape.com and we will customize your system to better fit your needs.
Read MoreDefine how the user roles on your Shape Software CRM system can view contacts.
Read MoreAdd a new campaign source for each campaign you want to track in Shape Software CRM. Tracking allows you to separate your leads by where they came from as well as have leads directly imported into the CRM when a form is filled out online. Edit any campaign to get the sample html form code. We recommend you have some experience with html and form processing in order to use this feature to it's fullest.
Read MoreControl what you track on your system dashboard by updating this page within Shape Software CRM at any time. The changes will be reflected after refreshing your browser.
Read MoreCreate automated triggers in Shape Software CRM by defining the sequence actions that will be sent out to your contacts based on your trigger criteria. This video tutorial covers the basics of adding and managing triggers in your Shape Software system.
Read MoreAn email template is a prewritten email so that your users can quickly and easily write and send emails. Learn how to create email templates in your Shape Software system.
Read MoreA user is a person that you invite to use your Shape CRM software system. This video tutorial covers how you can add, delete, and manage users and choose their roles and set up a user profile. Within each user permission, customization's to be made to shape your business the way you want it to be on the "Role Permissions" settings page.
Read MoreTeams are used to manage and track productivity among a group of people. Learn how to create and manage the teams on your Shape Software system.
Read MoreManage access is a way that your admins can define overall role permissions within your Shape Software CRM system. Choose what admins, managers and basic users are able to access and do on your system.
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