Tracking and Managing Referral Partners in Shape
Contact Management
Understand how to track, update, and work every contact and file.
Tracking and Managing Referral Partners in Shape
This video walks through how Shape helps you manage your referral partners, track their performance, and easily see every borrower tied to them. Since referral relationships are such a big part of the mortgage world, Shape gives you tools to organize these contacts in a way that’s simple, transparent, and easy to act on.
Customizable Referral Partner Statuses
Referral partners are most often real estate agents, but they can also be CPAs, attorneys, financial advisors, and other service providers involved in a loan file.
In Shape, you can assign partners to categories that match your process, such as:
- New Partner Prospect
- Building Relationship
- VIP or Active Partner
- Inactive Partner
These statuses are fully customizable, so you can align them with your workflow, your onboarding process, or your relationship strategy.
You’ll also see the total number of linked referrals right from the list view, which gives you a quick snapshot of which partners are sending the most business.
Viewing a Partner’s Linked Borrowers
When you open a referral partner record, Shape gives you a clear view of every borrower tied to that partner.
In the Referral Tracking tab you’ll see:
- All borrowers associated with that partner
- How each borrower is linked
- Whether the partner is the referral partner, buying agent, or selling agent
- Borrower status, creation date, and assigned loan officer
You can click any borrower in the list to open their full record immediately.
This makes it easy to review activity before a partner meeting, prepare for outreach, or understand which partners are driving the most production.
Partner Details and Analytics
Each referral partner profile includes:
- Contact information
- Personal and social media links
- Additional tracking details
- Analytics such as ranking or production stats
These fields help you keep everything in one place so you can manage your relationships thoughtfully and stay informed.
Co-Branded QR Codes and Lead Capture
Shape also gives you tools to support your partners in generating more business with you.
Each partner can have a co-branded portal link. When a partner shares this link with a borrower:
- The borrower begins their online application
- Shape automatically ties that borrower to the referral partner
- The new referral appears in the partner’s tracking tab
This saves time and ensures referrals are always captured accurately.
Referral Partner Login Access
Referral partners can also receive access to a lite version of Shape, where they can view:
- All borrowers tied to them
- Their referral activity
- Buying and selling agent roles they’ve held
- Status updates on their borrowers
This improves communication, reduces back-and-forth, and helps strengthen your relationship with each partner.
Exporting Referral Tracking Reports
If you need a report for performance reviews, partner meetings, or internal tracking, you can export the referral tracking report directly from the partner’s record.
Bringing It All Together
Shape gives you a full ecosystem for managing referral partners, tracking their activity, and supporting them with tools like co-branded links and partner logins. Everything is designed to help you work more closely with the partners who help drive your business.
If you have questions about referral partner tracking or want help customizing your setup, the Shape team is here to help.
