How to Use Shape’s Mortgage POS - Shape Software - Automate your business!

How to Use Shape’s Mortgage POS

Get the tools you need to keep every loan application on track and ensure your team is in sync and up-to-date through Shape’s Customer Portal (POS). Once your POS system is configured, it’s easy to use. Portal users should see a “Portal” tab, where the POS functionality is accessible.

Utilizing the Portal Tab with a Record

If you cannot see the portal tab, navigate to Settings>Manage Departments to enable the portal tab for each department.

Manage Departments:https://secure.setshape.com/departments

If you forget to select a document set, the default document set that was selected in the settings pages will be chosen.

These checkmarks are located above the documents in the portal tab.

You can also copy the portal link and send it manually in another method if desired. The portal link from within the lead details pages are connected to the lead’s CRM ID and will pre-populate information already pre-filled in your CRM.

After enabling portal users, you should be able to open a contact in your system and see a new “Portal” tab, which supports.

Note: Users with portal access are billed a monthly license fee for portal subscriptions. You will not be billed for any users that do not have portal access.

Your Customer Facing Portal

Your borrowers will be routed to the registration page to create an account. If borrowers go straight to your portal URL without being invited to the CRM, as soon as a new account is created, a new record will be added to your CRM. By default, these new accounts are created in “Prospects” since the application process has started. If the borrower goes to the LO’s direct link it will show their profile picture with their profile information and assign them automatically in Shape.

Note: If your customer has already created an account, they can click the “Log In” button in the upper right hand corner.

The milestones show on the left hand side and gives them access to fill out the application and upload documents through the easy to navigate POS. A percentage of completion will be given to them in the top right hand corner as they fill out the application

If they indicate that they have been at their current address for less than 2 years the portal will automatically ask for their previous residence. They can also add an additional address if needed. The information they fill in each section immediately syncs into the CRM upon your borrowers pressing the “Next” button, allowing you to see what has been completed within the Quick App tab and what information is still needed.

Documents are listed based on the document set that was selected. You can add and remove documents based on portal answers via “Manage Triggers”

Manage Triggers:https://secure.setshape.com/triggers

Note: If you need to request a custom one-off document that is unique to the specific borrower, use the “Add Custom Doc” button at the bottom of the needs list area. Add the document type and a description that appears in your borrower’s customer portal.

Approving, Denying, and Requesting New Documents

Borrowers can easily upload and view the status of their documents in the document center. These uploaded documents automatically come through to the “Portal” tab for users within the CRM to view, review and either approve or decline. Portal documents are automatically converted to PDF and maintain the original file size (they do not convert to standard 8.5 x 11” sizing)

Note: If a document is declined, it’s clear to the borrower in the document center in the document area and list below that the document was not accepted along with your reason for the rejection.

A yellow icon on the left of the table will appear if the document has not yet been reviewed. Users can press the first icon to open the document in a new tab to view, the red X icon to decline the document, the green check mark to approve, the blue down arrow to download, the red edit icon to edit the document, and the trash icon to delete the document.

If they indicate that they have been at their current address for less than 2 years the portal will automatically ask for their previous residence. They can also add an additional address if needed. The information they fill in each section immediately syncs into the CRM upon your borrowers pressing the “Next” button, allowing you to see what has been completed within the Quick App tab and what information is still needed.

Documents are listed based on the document set that was selected. You can add and remove documents based on portal answers via “Manage Triggers”

Manage Triggers:https://secure.setshape.com/triggers

Frequently Asked Questions

Yes! If users delete a document from the uploaded documents, the documents save in the Trash Documents section and can be restored.

 

Yes! These are set in settings>manage customer portal. The custom questions will appear at the end of the application and the answers will populate in their record within Shape.

Yes! Beneath the documents, you will find the “Download ZIP” button to download all documents to a ZIP file.

Yes! When you approve documents with the bi-directional LendingPad sync, your documents will automatically transfer to LendingPad!

Don’t worry! You can reset your borrowers password from directly within their record! You will find this at the bottom of the Portal tab.

Keywords: POS, Point of Sale, Integrations, Document Collection, Customer Application, Portal, Needs List, Approve Documents, Decline Document, Client Portal, Manage Customer Portal

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