Tag: Mortgage CRM

Using a Call Queue

How to Utilize a Call Queue in Shape. A call queue allows you to call down a list of records, back-to-back, in order. You can

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

Shape Software Google Maps Integration

Shape Software + Google Maps Shape’s address field are connected with Google Maps for predictive and auto-fill address fields. Additionally, view addresses via Google Maps

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

Manage Required Fields

Setting the Required Fields to Create a Record Required fields are the fields your user is required to have filled out in a record in

Shape Software Mobile App

Whether you’re in the office, or on the go, Shape is your key to productivity. Shape Software CRM is a cloud-based intelligent sales software that

Editing Pre-Approval Letter Layouts

Personalizing the Shape Pre-Approval Letter Want to adjust the design and/or verbiage of the pre-approval letter being sent from Shape? You have the ability to

Adding Records in Shape Software

How to Manually Add Records in Shape Software Quickly and easily add records from you list pages. Adding a record from the list page will

didn't find what you are looking for?

search again

Get more done with Shape!

Consolidate all of your work into one place.

Get in Touch

Our team of experts are here to help! Call our sales line at (888) 762-7211

Follow Us