Posts in Settings Pages
Deleting & Disabling Users in Shape Software

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. This guide talks more about the differences and functionality behind disabling and deleting users.

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Manually Assigning Users in Shape Software

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. This guide will cover the manual methods of assigning records. By default, only admins and managers can manually assign and re-assign records. To allow users to manually assign and re-assign records in the system. Visit the "Assignment Permissions” settings page.

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Calyx Point (Point Central) + Shape Software Integration

With 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.

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Mailchimp + Shape Software API Integration

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 newsletters and templates.

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Using Floify in Shape Software

With 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.

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Floify + Shape Software API Integration

With 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.

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QuickBooks Online + Shape Software API Integration

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.

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Manage Call Settings in Shape Software

Add 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.

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Department Workflows in Shape Software

A 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.

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Marketing Sources in Shape Software

Add 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.

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