Shape Mortgage Software Features

Based on 83 Shape Mortgage Software reviews. Easily integrates with loan origination solutions

As reported in 87 Shape Mortgage Software reviews. Facilitates the creation and maintenance of relevant notifications for important dates

Based on 86 Shape Mortgage Software reviews. Facilitates communication and relationship nurturing between lenders and loan officers

Facilitates or integrates with tools that ensure loan compliance This feature was mentioned in 87 Shape Mortgage Software reviews.

Based on 88 Shape Mortgage Software reviews. Stores and manages contacts, leads, and prospects

Organizes prospect and client pipelines to align with loan and real estate requirements 85 reviewers of Shape Mortgage Software have provided feedback on this feature.

Automates email or other marketing campaign efforts This feature was mentioned in 88 Shape Mortgage Software reviews.

Provides lenders with a borrower portal to collect documents and streamline borrower interactions. This feature was mentioned in 79 Shape Mortgage Software reviews.

As reported in 79 Shape Mortgage Software reviews. Provides borrowers with a loan comparison tool.

As reported in 79 Shape Mortgage Software reviews. Contains a dashboard for lenders to view their pipeline of loans from application to close.

As reported in 79 Shape Mortgage Software reviews. Automates borrower credit pulls.

Based on 78 Shape Mortgage Software reviews. Allows for the creation and customization of application workflows.

Provides a mobile-optimized application portal. 79 reviewers of Shape Mortgage Software have provided feedback on this feature.

As reported in 79 Shape Mortgage Software reviews. Integrates with other relevant lending software, specifically loan origination systems and digital mortgage closing solutions.

Allows lenders to customize fields and portal layout. 79 reviewers of Shape Mortgage Software have provided feedback on this feature.

Provides loan document templates and a repository in which loan documents are housed. 79 reviewers of Shape Mortgage Software have provided feedback on this feature.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives