Getting Started

Updating Top 17 Best Mortgage Lead Generation Companies for 2024

Find the top 17 best mortgage lead generation companies for 2024. Explore our blog for the latest insights and recommendations.

Top 6 Best Insurance Lead Generation Companies in 2024

Looking for the easiest CRM to use? Check out our guide to the top 6 most simple CRMs that offer basic and easy-to-use solutions.

Integrating with Sales Boomerang (TrustEngine)

Sales Boomerang, now known as TrustEngine, is a mortgage industry-focused customer intelligence and retention platform. It provides lenders with real-time insights into their borrowers'...

Support Lead Setup

In the insurance system, leads often come with multiple drivers, policies, vehicles, properties, etc. Here's how to handle them efficiently by posting in multiple...

EZ Lynx Integration

EZLynx is a valuable platform for insurance agencies, primarily known for its comparative rating engine and agency management system. It enables agents to generate...

Shape’s Content Management System

Enhance your sales team's effectiveness with visually appealing, customized marketing templates seamlessly integrated into your Shape instance.

Everquote Integration

In this guide, we will outline the workflow between EverQuote and Shape to ensure a smooth integration and transition for new EverQuote customers starting...

Lightspeed Integration

Two-Factor Authentication (2FA) significantly enhances the security of login processes by adding an extra layer of verification beyond just a username and password.

RETR Integration

Connecting Shape to RETR is very easy and can be accomplished in just a few steps. Once connected, endpoints for each of your individual...

Marketing Compliance Tab

Shape's Marketing Compliance tab allows you to track the effectiveness of your marketing campaigns, optimize your marketing spend, and gain insights into customer behavior.

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