Get started with + Shape

  • AI automation to identify your highest quality leads

  • Genuine human-like outreach to help qualify your best leads

  • Sync qualified leads to immediately engage

  • Connect with customers with best-practice sequences

Get Started Today

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Learn about Shape in 3 minutes

Curious about Shape's all-in-one solution and what it can do for you? Our short 3 minute video showcases its top features and tools. Check it out!

Let Verse engage, nurture and qualify your leads.

Instant Interaction

With Verse's integration, Shape-generated leads receive automatic communication and follow-up to encourage appointment scheduling and begin the sales process

Status Updates

Verse seamlessly integrates with Shape, keeping track of all messaging correspondence and updating lead status with real-time notifications

Lead Distribution

Following a warm transfer into Shape, leads are promptly directed to either the assigned user, or can be reassigned through efficient routing protocols for the fastest response

Boost marketing with + Shape

Get the powerful automation of Shape CRM & POS paired with AI-powered lead nurturing and human-like follow-up that identifies qualified leads in your pipeline and boosts conversion rates by 300%

Receive live transfer calls, book appointments, and connect with customers faster with Shape’s integrated call, text, and email automation and qualifications

Shape comes with thousands of pre-built templates, sequences, and content made specifically for solar sales and marketing. Choose any of Shape’s email, text, and video templates all expertly crafted based on proven results. 

Transform your business and increase sales closings. From holiday greetings to new borrower welcome campaigns and status updates, Shape provides proven follow-up strategies that you can start with just a click of a button.

Shape allows you to track user performance, marketing and campaign insights, create custom reports, and gain valuable analytics insights to make data-driven decisions.

Increase your lead conversions by 300%

Shape AI makes your work easier

Revolutionize your customer relationships with Shape's built-in artificial intelligence.

Use Shape on the go with our mobile app

Use Shape's mobile app to take your work on the go with you. Download the mobile app in the App Store or Google Play.

A more streamlined & personalized client experience

1. Sign Up

Click the "Get Started" button, pick our turn key mortgage template, and sign up. Your login credentials and full access to your Shape system will be unlocked immediately.

2. Seamless Onboarding

We do the heavy lifting! Our support team will set up a comprehensive webinar to fully train your team, import your data, and help configure your system.

3. Start Closing

Unlock the power Shape to automate your sales & marketing. Deploy proven to convert mortgage marketing materials and leverage 500+ powerful features to generate more leads and close more loans!

Trusted and loved by 100,000 users and growing

4.8/5 ―

from 2,000 reviews

What our customers say

"After 25 years I've finally found the CRM that has helped me reduce cost and increase revenue."

Brady Webb, CEO American Mortgage Solutions Inc.

Source: Shape G2 reviews

Get started with + Shape today

Get in Touch

Our team of experts are here to help! Call our sales line at (888) 762-7211


Contact Sales