Shape Overview
Run your mortgage company in one easy to use software! Shape Mortgage is the only sales, marketing, and CRM automation tool designed for lenders as an end to end solution to take you from pre-loan through post-close. Close more deals than ever before with Shape's intelligent lead distribution and scoring features, send secure online documents in a click, manage and assign tasks to teams, get a complete suite of sales and marketing automation features, and so much more.
Customers needing user-friendly intelligent automation. With Shape, you get access to a suite of features, integrations, and white-glove support that's designed to help you achieve more.
Shape Details
Shape Platforms supported
Cloud, SaaS, Web-Based
Desktop Mac
Desktop Windows
Mobile Android
Mobile iPad
Mobile iPhone
Desktop Chromebook
Desktop Linux
On-Premise Linux
On-Premise Windows
Shape Support options
24/7 Live Rep
Chat
Email Help Desk
Phone Support
Shape Training options
Documentation
In-Person
Live Online
Webinars
Videos
Shape Related Categories
Shape Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
Shape Pricing
$99/user/month billed monthly
Shape Features
Most valued Shape features by users
Document Management
Housing Management
CRM
Pipeline Management
K-12
Higher Education
Curriculum Management
Audit Trail
Strategic Planning
Cafeteria Management
Loan Processing
Parent/Student Portal
Compliance Management
Legal Case Management
Lead Management
Billing & Invoicing
Customer Statements
Customer Management
Online Calendar
Bookstore Management
Top Shape Alternatives & Competitors
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Loan servicing software that's powerful, flexible, and easy to use. Read More
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Finally, a robust CRM & LOS system designed for private & hard money lenders. Read More
LendingPad is a leading web-based mortgage loan origination system (LOS). Secure, compliant, efficient & well-priced. Be URLA Ready! Read More
Automate accounting for and servicing of loans and various credit lines with this application. QuickBooks integration included. Read More
Automate your marketing, convert more leads, stay top of mind with your borrowers and recruit new partners using one central hub. Read More
SimpleNexus is a homeownership platform uniting people, systems and stages of the mortgage process into a seamless, end-to-end solution Read More
Qualia Post automatically collects documents from your title company partners and stores them in the documents folder of your LOS. Read More