Shape Mortgage Software Features

Easily integrates with loan origination solutions

Facilitates the creation and maintenance of relevant notifications for important dates

Facilitates communication and relationship nurturing between lenders and loan officers

Facilitates or integrates with tools that ensure loan compliance

Stores and manages contacts, leads, and prospects

Organizes prospect and client pipelines to align with loan and real estate requirements

Automates email or other marketing campaign efforts

Provides lenders with a borrower portal to collect documents and streamline borrower interactions.

Provides borrowers with a loan comparison tool.

Contains a dashboard for lenders to view their pipeline of loans from application to close.

Automates borrower credit pulls.

Allows for the creation and customization of application workflows.

Provides a mobile-optimized application portal.

Integrates with other relevant lending software, specifically loan origination systems and digital mortgage closing solutions.

Allows lenders to customize fields and portal layout.

Provides loan document templates and a repository in which loan documents are housed.

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