# What is Shape Mortgage Software used for?

What is Shape Mortgage Software used for?

##### Post Metadata
- Posted at: about 3 years ago
- Author title: Pinned by G2 as a common question



## Comments
### Comment 1

Shape Mortgage CRM is used by loan officers, brokers, and mortgage banks to manage leads from first contact through funding, and to keep marketing running to the database in between.

Day to day it handles three jobs. It captures leads in real time from any source, checks for duplicates, and distributes them by rule so the right LO gets the lead immediately. QuickFire dials that lead the moment it lands, and the AI agent picks up first-touch and follow-up when nobody is available. Then it manages the pipeline through your loan stages with tasks, checklists, and automated status-driven follow-up.

The marketing side runs on the same database. Drip campaigns, bulk email and text, birthday and refinance-opportunity alerts, and co-branded content for referral partners. Calling, texting, and email are built into the CRM, so there is no separate dialer or email tool to sync.

Teams also use it for the borrower-facing side through the customer portal, which handles digital application, document requests, eSignature, and milestone updates. Multi-branch lenders use branching to give each location its own routing, reporting, and permissions under one account.

Most teams replace two or three tools when they move to Shape. Common starting point is a CRM plus a separate dialer plus a separate marketing tool.

##### Comment Metadata
- Posted at: about 2 months ago




## Related Product
[Shape Mortgage CRM](https://www.g2.com/products/shape-software-shape-mortgage-crm/reviews)

## Related Category
[Mortgage CRM](https://www.g2.com/categories/mortgage-crm)

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