Whiteboard charges an additional monthly fee for a “Deluxe Marketing” feature. Shape includes all the similar marketing content and features as Whiteboard, and more, but includes this all with a standard user fee.

Shape’s marketing suite including e-mail/text templates, videos, and hundreds of other marketing materials are free.

Shape’s marketing suite including e-mail/text templates, videos, and hundreds of other marketing materials are free.

Instantly analyze 700+ data points to contact only the leads with the best chance of closing. Benefits of ShapeIQ: -Prioritize contacting leads with only the highest expected value (probability of closing x loan amount) -Increase conversion % -Increase monthly closed loan volume -Reduce time spent on leads that won’t close

ShapeIQ uses data from over $10 billion of closed loans, 15+ years of data, and your business data (which users have highest close %, what types of loans do you close best etc.) to maximize your team’s productivity

Whiteboard does not have A.I. based lead scoring.

Targeted Online Advertising allows you to show ads specifically to records in your system or based on certain traits. Click through rates for these ads can be 10x higher than normal display ads, and pairing retargeting ads with Shape e-mail campaigns can boost chances for a sale by over 50%.

Shape allows you to show ads directly to people (leads, accounts, records, etc.) in your Shape system.

Whiteboard does not have the ability to run display advertisements from within their system.