What is Shape Mortgage Software?
Shape is a comprehensive CRM and sales/marketing automation platform designed to streamline and optimize business operations across various industries, including mortgage. Featuring a user-friendly interface, Shape consolidates all essential aspects of a business into a single AI-powered platform, empowering teams to stay aligned and efficient.
Highlights
- Integrations with leading Loan Origination Systems (LOS) such as Encompass, Lendingpad, and Calyx
- Digital 1003 with a built-in mortgage point-of-sale solution
- Integration with over 100 lead sources
- 1,000+ pre-built marketing templates for emails and text messages
- 20+ pre-built and customizable reporting capabilities
- Enterprise-level integrated dialer for email, text, and phone automation
- AI-based lead scoring and prioritized sales pipeline
- Video messaging feature
- Automated credit pulling
- Referral management