The Simple Nexus + Shape Software API integration will create new leads in Shape when a new borrower signs up to start a loan application in
The optimal marketing content, templates, and cadence based on 10+ years of data & $10+ billion in closed deal volume.
Increase Conversions by Over 30%. ShapeIQ is an all-in-one lead scoring software that uses artificial intelligence, Shape analytics, and your own business data to increase
The average ROI on a CRM is 771%. Shape’s all-in-one customer relationship management suite has all the features you need to optimize and streamline your
Troubleshoot Your Emails Going to Spam Using Shape to send emails and experiencing deliverability issues? If your messages are frequently going to the spam folder,
What is Email Validation in Shape? Email Validation verifies if an email address is deliverable and valid. Shape’s email validation involves a process that catches
Ask clients to fill out intake forms when scheduling, and have all of their information post seamlessly into Shape as a new record. Clients can
Options for Email Templates in Shape Email Templates An email template is a prewritten email so that your users can quickly and easily write and send emails. Create email templates
What is the Purpose of Holidays in Shape? Holidays can be set up in the system along with triggers to send out communication information to
How to Setup QuickFire Connect in your System Shape’s QuickFire Connect alerts users via phone popup (with a cha-ching sound) to make a call. QuickFire
How to Utilize the Bulk Record Update Feature Bulk Record Update allows you to update multiple records in your system at the same time. Bulk
How to Utilize the Billing and Transactions Settings Page Billing and Transactions in Shape allows you to manage usage credits, payment methods and gather invoices!
User Guidelines in Shape Software Manage guidelines helps counsel users through their processes to ensure that they are following proper procedures and protocol. Write out
Where do Unassigned Records Go? When a record enters the system either via an automated marketing source, an API integration, or (if your rule defines
IP Whitelisting for User Roles Manage access to your system through given IPs. Define what admins, directors, managers and basic users are able to access
What is Voice Dictation? Voice Dictation, or voice-to-text, allows you to take down notes and write out SMS messages by clicking a microphone icon and
Configuring User Permissions to your Reporting Pages Manage access to your system reporting pages and analytics through Report Access Permissions. Define what admins, directors, managers
Record Assignment Permissions by User Role The Record Assignment Permissions settings page within Shape Software allows you to choose which user roles have permissions to
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