TrustEngine and Sales Boomerang Integration in Shape
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TrustEngine and Sales Boomerang Integration in Shape
Shape’s native TrustEngine and Sales Boomerang integrations allow mortgage teams to automatically monitor borrower activity, surface new opportunities, and trigger follow up without manual effort. These integrations are designed to ensure no opportunity is missed as leads move through your pipeline.
What This Integration Does
If you use TrustEngine or Sales Boomerang to monitor mortgage inquiries, Shape offers a native integration within the Mortgage CRM. As leads enter your system and progress through the pipeline, Shape can automatically send those records to TrustEngine or Sales Boomerang so opportunities are monitored in real time.
How Opportunities Flow Back Into Shape
When borrower activity is detected, such as inquiries from past borrowers or current applicants, those events are sent back into Shape. From there, opportunities can be surfaced directly inside the platform so they are easy to identify and prioritize.
Automated Follow Up Options
Once an opportunity is identified, Shape gives you multiple ways to follow up automatically depending on your workflow preferences.
- Notify users and surface opportunities in prioritized views
- Trigger AI powered calls and texts for immediate follow up
- Launch automated drip campaigns for structured outreach
TCA Presentations and Borrower Experience
In addition to monitoring borrower activity, the integration also brings loan officer and borrower facing TCA presentations into Shape. Borrowers can review and interact with their loan options, while loan officers retain full control to adjust numbers and manually send TCA links when everything has been confirmed.
Why This Matters
Integrating TrustEngine or Sales Boomerang with Shape helps teams automate monitoring, accelerate follow up, and maintain full visibility into borrower intent. This ensures fewer missed opportunities and a more proactive, streamlined mortgage workflow.
