Posts tagged Mortgage Tools
Connecting Realtors & Associates to Prospects & Borrowers in Shape Mortgage Software

Use the “Realtors & Associates” tab to connect saved Realtors and Associates in your system to Prospects and Borrowers. Want connected realtors and associates to receive email and text notifications as well? Use their tags in the “See Tags” button on your templates to send templated communications to the connected records at the right time.

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Lending Tree + Shape Software Mortgage Integration

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 information from Lending Tree, here’s how to connect Lending Tree in Shape.

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Floify + Shape Software Integration FAQ

With the Floify–Shape integration, create new leads from Floify with a corresponding Floify loan flow, synchronize uploaded documentation from Floify into a linked Shape contact record, view all communication with a contact from both Floify and Shape in Shape's contact log, and trigger Shape notifications when a milestone is checked-off within a Floify loan flow. Have questions? Read up on some of the frequently asked questions.

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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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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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