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4.8/5 ―

from 1,014 reviews

Compare Whiteboard vs Shape

Whiteboard vs. Shape

Whiteboard

Deluxe Marketing Features

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

 

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.

Whiteboard

Additional $50/user

Shape

LendingPad 3.4 Sync/Automation

Automatically create and receive new loan files between Shape and LendingPad. The integration also automatically updates loan status, assignment, notes, documents, and more.

Whiteboard

Shape

A.I. Based Lead Scoring

Your company receives a large number of broad-spectrum leads, but you only have so many salespeople, so it’s critical that they maximize their time. Some leads are hot and only require a rep to seal the deal, while others are cold and never convert.

 

ShapeIQ analyzes and back-tests over 700 data points, so your users don’t have to filter through leads with a fine-tooth comb. Shape’s intelligent algorithms remove the uncertainty from lead qualification, allowing your team to focus on selling more.

Whiteboard

Shape

Everything your mortgage company needs

Marketing Suite

Maximize your mortgage marketing efforts with our purpose-built suite. Generate more leads, close more loans and enhance customer engagement from application to post-close.

Leverage our pre-built email, text, video and campaign templates, co-brand with realtors and referral partners and send newsletters at ease.

Borrower Portal

Use Shape's brandable borrower portal to provide a professional customer experience. Get more applications, provide a secure platform for customers to gather information, upload sensitive documents, and close more loans.

Deploy Shape’s e-mail and text automation to send reminders to your borrowers to complete their application and let the software do the tedious follow-up required to optimize your pipeline.

LOS Integrations

Seamlessly sync and share data between your Loan Origination System (LOS) and Shape. Reduce manual data entry and mitigate the common struggles of loan officers including duplicates, missing requirements, or errors in data.

We API with your LOS to dynamically update contact information, loan applications, loan statuses, documents, and any other relevant information.

Realtor & Partner Referrals

Send beautiful co-branded e-mails, flyers, and landing pages with your realtors and partners. Create transparency for your partners through pipeline views, automated notifications, and increase opportunities through engagement and collaboration.

Provide a professional co-branded borrower portal and leverage Shape's many partner and referral management features to maximize the ROI of your closed loans.

Tasks & Calendar

Shape's task management kanban or list view makes it easy to work through your task list. Turbocharge your efficiency and collaborate with team members to make working your daily tasks a breeze.

Seamlessly sync your Google and Outlook calendars to Shape to make managing your events even easier. Manage your team on one shared calendar and automate scheduling.

Prioritized Views

Simplify your loan officers' days by taking the guesswork out of what the best sales opportunities are to contact. Work smarter by automating your sales pipeline and creating the best closing opportunities among your leads.

Set your team up for success with Shape's ready-made views, or create your own customized views. Stop using dated workflows and get automated.

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.

Integrate with thousands of your favorite apps

Trusted and loved by 21,000 users and growing

4.8/5 ―

from 1.014 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

Start closing more loans in a matter of minutes!

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Trusted and loved by 21,000 users and growing

4.8/5 ―

from 1,014 reviews