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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.
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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...
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Marketing compliance features in Shape, providing tools to manage compliant, regulation-safe campaigns.

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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Shape Software interface for setting up two-factor authentication, adding an extra layer of security.

Two Factor Athentication

Two-Factor Authentication (2FA) significantly enhances the security of login processes by adding an extra layer of verification beyond just a username and password.
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ShapeAI call transcription and analytics interface, showing insights from transcribed calls for improved communication.

ShapeAI Call Transcription & Analytics

ShapeAI’s Call Transcription and Analytics are enterprise-level solutions designed to meet the complex needs of large organizations.
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Shape Software dialer interface for resolving call forwarding issues to maintain uninterrupted communication.

Troubleshoot Call Forwarding Issues

If you're experiencing issues with call forwarding when dialing through Shape software, this guide contains helpful troubleshooting tips to ensure settings on your device...
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Soft credit pull feature in Shape Software, providing access to client credit insights without impacting credit scores.

Shape Credit Reporting Guide

Utilize Shape's Soft Credit Pull feature. Once the soft credit pull is enabled, pulling the credit report from within a record is super easy....
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Shape Software interface showing the notes section, supporting detailed client interaction tracking and information management.

Notes in Shape Software

Taking notes in Shape is very straightforward and can be done from multiple locations in the system. This ensures you are able to leave...
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A computer screen with text a woman wearing a microphone

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.
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Screen showing a Shape incoming call and shield with lock to demonstrate TCPA and first-party consent.

Gathering TCPA and First Party Consent

Starting in 2025, new TCPA consent and FCC policies will bring significant changes, particularly targeting lead generation practices and enhancing consumer protections.
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