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
Tag: Using Shape
Prioritization Rules (Organized List Dropdowns)
Prioritized Views in Shape In Shape, most users will work off of pre-defined Prioritization Rules for enhanced organization and efficiency. Your CRM will come with
How to Use Shape’s Mortgage POS
https://vimeo.com/654239601?embedded=true&source=vimeo_logo&owner=159925350 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
Connecting Referral Partners, Realtors, and Associates in Shape Mortgage Software
What’s the difference between Referral Partners and Associates? Referral Partners are typically business contacts that send you leads. A referral partner can also be linked
Understanding SMS Opt-Out & Email Unsubscribe in Shape Software
SMS Opt-Out Shape, by default, handles standard English-language reply messages such as STOP, UNSTOP, UNSUBSCRIBE or CANCEL for Toll-Free and Long Code messages, in accordance
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
Mortgage POS for Referral Partners & Associates
How does the Shape Mortgage POS Portal Interact with Referral Partners? Use the mortgage POS to invite referral partners and buying and selling agents to
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
How to Enable and Set Up Shape’s POS
Adding Shape’s Customer Portal Kick start your relationships on the right foot with a white-labeled portal that showcases your company’s brand and reinforces the value
Marketing Sources & Lead Provider Posting Instructions for Shape Software
What is a Marketing Source in Shape? Marketing Sources in Shape are utilized by your lead providers to post lead data automatically into Shape! The
Manage Event Types in Shape Software
What are Event Types in Shape? Event Types in Shape are used to categorize your calendar events and are usually centered around concerted efforts to
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
Mortgage Best Practices System User Guide
Mortgage Specific Video Covering Adding Leads, the Point of Sale & LendingPad LOS Adding Records in Shape When a new record is added to the
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
Import & Data Migration in Shape Software
Importing Your Contacts into Shape You can easily import external data into Shape. By importing your contacts to Shape, you are acknowledging that your contacts
Configuring User Profile Settings in Shape Software
Setting up your User Profile There are 4 tabs to configure in the user profile settings. Each user must configure their user profile settings. Resources:
Importing to Data Center in Shape Software
Importing to Data Center You can easily import external data into Shape’s Data Center. Data Center Import supports data in the comma delimited text format
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
Import Fannie Mae 3.2 and MISMO 3.4 Files in Shape Mortgage Template
Importing your FNM 3.2 and MISMO 3.4 Files Directly into Shape Shape Software supports the import of Fannie Mae 3.2 and MISMO 3.4 files that
Forgot Password? How to Reset
Resetting your Password If you forget your password, it’s easy to change from the login screen. Just hit the “Forgot Password” link and follow the
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