Connecting Realtors & Associates to Prospects & Borrowers in Shape Mortgage Software

Relating Realtors & Associates with 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.

Realtors & Associates:  Connect realtor and associate records to your prospects and borrowers by using the dropdown fields in the “Realtors & Associates” tab.

Realtors & Associates: Connect realtor and associate records to your prospects and borrowers by using the dropdown fields in the “Realtors & Associates” tab.

Realtors & Associates:  The first two fields pull from the “Realtors” record type.  Please note that you must have a record entered in as Realtors and Associates for this tab functionality to function properly.

Realtors & Associates: The first two fields pull from the “Realtors” record type. Please note that you must have a record entered in as Realtors and Associates for this tab functionality to function properly.

Realtors & Associates:  The rest of the fields pull from the “Associates” record type.  Please note that you must have a record entered in as Realtors and Associates for this tab functionality to function properly.

Realtors & Associates: The rest of the fields pull from the “Associates” record type. Please note that you must have a record entered in as Realtors and Associates for this tab functionality to function properly.

Realtors & Associates:  Connect realtor and associate records to your prospects and borrowers by using the fields in this tab. Start typing the name of the realtor or associate you’d like to connect to the prospect or borrower and press the “Search” icon to show your options to connect. The options will show the first and last name + email address to select from.

Realtors & Associates: Connect realtor and associate records to your prospects and borrowers by using the fields in this tab. Start typing the name of the realtor or associate you’d like to connect to the prospect or borrower and press the “Search” icon to show your options to connect. The options will show the first and last name + email address to select from.

Lead Information Tab – Realtor Referral:  Track and connect the “Realtor Referral” following the same instructions on the “Lead Information” tab. Start typing the name of the realtor you’d like to connect to the prospect or borrower and press the “Search” icon to show your options to connect. The options will show the first and last name + email address to select from. If your connected realtor referral has a profile picture, it will show in the upper right hand corner next to the assigned user in the system.

Lead Information Tab – Realtor Referral: Track and connect the “Realtor Referral” following the same instructions on the “Lead Information” tab. Start typing the name of the realtor you’d like to connect to the prospect or borrower and press the “Search” icon to show your options to connect. The options will show the first and last name + email address to select from. If your connected realtor referral has a profile picture, it will show in the upper right hand corner next to the assigned user in the system.


Keep Realtors & Associates Updated with Emails & Text Messages

Want connected realtors and associates to receive email and text notifications as well? Create or add to existing templates using the appropriate tags in the “See Tags” button on your templates to send templated communications to the connected records at the right time.

Realtors & Associates:  Send alerts to those connected realtors and associates by using the tags in the “See Tags” dropdown and choosing the related realtor or associate that you’d like to send updates to.

Realtors & Associates: Send alerts to those connected realtors and associates by using the tags in the “See Tags” dropdown and choosing the related realtor or associate that you’d like to send updates to.

See Tags:  Use the “See Tags” button in templates to find all of the available merge tokens.

See Tags: Use the “See Tags” button in templates to find all of the available merge tokens.


Realtor Tags

  • {Lead.Buying.Agent.Name}

  • {Lead.Buying.Agent.Email}

  • {Lead.Buying.Agent.Phone}

  • {Lead.Buying.Agent.FirstName}

  • {Lead.Buying.Agent.LastName}

  • {Lead.Selling.Agent.Name}

  • {Lead.Selling.Agent.Email}

  • {Lead.Selling.Agent.Phone}

  • {Lead.Selling.Agent.FirstName}

  • {Lead.Selling.Agent.LastName}

  • {Lead.Title.Contact.Name}

  • {Lead.Title.Contact.Email}

  • {Lead.Title.Contact.Phone}

  • {Lead.Title.Contact.FirstName}

  • {Lead.Title.Contact.LastName}

  • {Lead.Realtor.Referral.Name}

  • {Lead.Realtor.Referral.Email}

  • {Lead.Realtor.Referral.Phone}

  • {Lead.Realtor.Referral.FirstName}

  • {Lead.Realtor.Referral.LastName}

Associate Tags

  • {Lead.Escrow.Contact.Name}

  • {Lead.Escrow.Contact.Email}

  • {Lead.Escrow.Contact.Phone}

  • {Lead.Escrow.Contact.FirstName}

  • {Lead.Escrow.Contact.LastName}

  • {Lead.Appraiser.Name}

  • {Lead.Appraiser.Email}

  • {Lead.Appraiser.Phone}

  • {Lead.Appraiser.FirstName}

  • {Lead.Appraiser.LastName}

  • {Lead.Termite.Contact.Name}

  • {Lead.Termite.Contact.Email}

  • {Lead.Termite.Contact.Phone}

  • {Lead.Termite.Contact.FirstName}

  • {Lead.Termite.Contact.LastName}

  • {Lead.Home.Inspection.Name}

  • {Lead.Home.Inspection.Email}

  • {Lead.Home.Inspection.Phone}

  • {Lead.Home.Inspection.FirstName}

  • {Lead.Home.Inspection.LastName}


Connecting the Realtor Referral:  After connecting the realtor referral, you can then use that record’s information in merge tags.

Connecting the Realtor Referral: After connecting the realtor referral, you can then use that record’s information in merge tags.

Connecting Realtors & Associates:  After connecting your realtors & associates, you can then use that record’s information in merge tags.

Connecting Realtors & Associates: After connecting your realtors & associates, you can then use that record’s information in merge tags.

See the Templates in Action:  After creating your templates with your connected realtors & associates, in the prospect or borrower, click the email address in the top left hand corner to bring up the email popup. Select the template and see the connected record’s email addresses appear in the places you added them.

See the Templates in Action: After creating your templates with your connected realtors & associates, in the prospect or borrower, click the email address in the top left hand corner to bring up the email popup. Select the template and see the connected record’s email addresses appear in the places you added them.


Need More Help? Contact us at support@setshape.com