Shape Mortgage CRM is an all-in-one platform designed to streamline the mortgage process, from lead generation to loan closing. It integrates CRM, POS, LOS, and communication tools into one intuitive solution, enhancing efficiency and productivity for mortgage professionals, removing bottlenecks that slow down loan origination.
Shape automates lead capture, routing, and follow-up to ensure timely, impactful communication. Its built-in dialer, email, and SMS features centralize interactions, improving client engagement and responsiveness. With pre-built and customizable marketing campaigns, mortgage teams consistently deliver personalized outreach without added workload.
Borrowers benefit from a seamless digital experience—Shape's borrower portal simplifies applications, document submission, and loan status updates, reducing turnaround times. Integrations with popular LOS platforms like Encompass and LendingPad ensure data accuracy and eliminate manual entry errors.
Offering more than 500 powerful features, Shape Mortgage CRM enhances productivity, boosts conversion rates, and ensures smooth collaboration across your team. By minimizing operational friction and empowering targeted client interactions, Shape positions mortgage professionals to confidently grow their pipeline and close more loans efficiently.
Key Features:
- Lead Management: Automated lead capture, scoring, and routing ensure prompt and effective follow-up.
- Marketing Automation: Pre-built email and text campaigns, along with customizable templates, facilitate consistent and personalized communication.
- Integrated Communication: Built-in dialer, SMS, and email tools centralize client interactions, improving response times and record-keeping.
- Borrower Portal: A user-friendly interface allows clients to complete applications and upload documents, reducing processing time.
- LOS Integration: Seamless syncing with systems like Encompass and LendingPad minimizes manual data entry and errors.
