Linking Referral Partners and Key Service Providers in Shape Mortgage Software
Contact Management
Understand how to track, update, and work every contact and file.
Linking Referral Partners and Key Service Providers in Shape Mortgage Software
This video walks through how to link referral partners and other service providers to your borrower records inside Shape. This is an important part of mortgage workflows since so many leads come from trusted partners like real estate agents, CPAs, and attorneys. Shape makes it easy to keep these relationships organized and connected.
Why Referral Partner Linking Matters
In the mortgage industry, most high-quality leads come through relationships. Shape gives you a simple way to tie a borrower to the partner who referred them, track partner performance, and see all shared activity in one place. This helps you understand where your strongest business is coming from and gives you the visibility you need to maintain those partnerships.
Linking a Referral Partner to a Borrower
Linking a partner to a borrower record is quick and intuitive.
To link a referral partner
- 1. Open the borrower’s lead, application, or loan record
- 2. Use the referral partner search field
- 3. Type in the partner’s name
- 4. Select the correct partner from the list
Shape auto-fills a match as soon as you start typing, so you can attach the partner in seconds.
Viewing Referral Partner Records
You can also work from the referral partner’s side.
Shape provides a dedicated referral partner contact type, which shows you:
- The partner’s full contact details
- Their linked borrower count
- A list-style reporting view of all referrals they’ve provided
- Each borrower’s status, loan officer, and timeline
If you click into any of these linked borrowers, their full contact record opens instantly.
This makes it easy to:
- Track partner performance
- Monitor pipeline health
- Prepare for partner check-ins
- Understand referral quality over time
Linking Additional Service Providers
Referral partners are only one piece of the relationship chain. Many files involve other professionals, and Shape gives you a place to record those connections too.
Service providers you can link include
- Buying agents
- Selling agents
- Transaction coordinators
- Attorneys
- CPAs
- Other third-party service partners
Inside the borrower record, the Service Providers tab lists every contact tied to the file. Each linked record is clickable, so you can jump into the partner’s profile just as easily as you can from the referral partner list.
This unified linking keeps your team aligned and saves time when you need to reference someone involved in the transaction.
How Borrowers and Partners Stay Connected in Shape
Whether you start from the borrower or from the referral partner, everything is linked both ways.
- Referral partners show all borrowers tied to them
- Borrowers show all service providers tied to the file
This two-way connection makes navigation simple and keeps your CRM clean, accurate, and easy to use.
