Shape Mortgage Software

98 reviews

Shape Mortgage Software is an all-in-one customer relationship management and marketing automation platform tailored specifically for mortgage professionals. It streamlines the entire loan process—from lead generation to post-closing—by integrating essential tools into a single, user-friendly interface. By automating sales and marketing tasks, Shape enhances productivity, reduces manual effort, and accelerates loan closures. Key Features and Functionality: - Integrated CRM: Centralizes client information, facilitating efficient lead management and communication. - Built-in Communication Tools: Includes VoIP calling, SMS/MMS texting, and email automation to streamline client interactions. - Digital 1003 Borrower Portal: Offers a secure, online platform for borrowers to complete applications and upload necessary documents. - LOS Integrations: Seamlessly syncs with leading Loan Origination Systems like Encompass and LendingPad, ensuring smooth data flow and reducing manual data entry. - AI-Powered Lead Scoring: Utilizes ShapeIQ to prioritize leads based on their likelihood to convert, enabling loan officers to focus on high-potential clients. - Automated Marketing Campaigns: Provides pre-built email and text templates, along with drip campaign sequences, to nurture leads and maintain client engagement. - Referral Management: Tracks and manages relationships with referral partners, enhancing collaboration and business growth. - Mobile Accessibility: Features a mobile app that allows users to manage tasks, communicate with clients, and access information on the go. Primary Value and Solutions Provided: Shape Mortgage Software addresses the common challenges faced by mortgage professionals, such as fragmented workflows, manual data entry, and inefficient communication. By consolidating essential tools into a single platform, it enhances operational efficiency, reduces errors, and accelerates the loan origination process. The software's automation capabilities free up valuable time for loan officers, allowing them to focus on building client relationships and closing more loans. Additionally, its AI-driven insights and seamless integrations with existing systems ensure that mortgage businesses can adapt to market demands and maintain a competitive edge.

Shape Software

65 reviews

Shape's universal platform connects your team, applications, and clients in one centralized hub. Streamline everyday tasks with an intuitive, industry-specific workflow. Build trust with personalized email, video, and sms campaigns that close more deals. Send perfectly timed follow ups & automatic reminders to your warmest leads to seal the deal.

Shape Education Software

0 reviews

Shape Education Software is an all-in-one software platform for higher education institutions. Shape provides recruiting, enrollment, retention and full-cycle student management on its software platform. Integrate your SIS, manage thousands of prospective students with enterprise lead distribution and marketing, and power admissions with our online student portal. Shape is an enterprise-level CRM and automation platform with over 500+ features including a webphone, e-mail, text automation, and more. Increase applications, maximize enrollment, and power admissions with the full suite of Shape automation and marketing features as well its sleek UI, mobile-app, and student portal. Automate your outreach, admissions & applications process to increase enrollment and improve retention today with Shape Education Software.

Shape Solar CRM

0 reviews

Shape Solar CRM is an all-in-one customer relationship management platform specifically designed for the solar industry. It streamlines sales and marketing processes, automates lead management, and enhances customer engagement, enabling solar companies to efficiently manage their operations and close more deals. Key Features and Functionality: - Lead Management: Automates lead tracking, client organization, and referral partner management, ensuring efficient pipeline management. - Integrated Communication Tools: Built-in phone system for inbound and outbound calls, SMS, MMS texting, and email automation, centralizing all communications within a single platform. - Shared Calendar: Syncs seamlessly with Google and Outlook calendars, facilitating easy scheduling of appointments and team collaboration. - Automated Lead Distribution: Instantly routes leads to the appropriate sales representatives, reducing manual effort and improving response times. - Project Management: Kanban task views, templated task campaigns, and real-time team collaboration tools to keep projects on track. - Marketing Automation: Over 1,000 pre-built templates for email, text, and video campaigns, along with automated marketing journeys to nurture leads and set more appointments. - Referral Tracking: Integrated lead provider APIs for seamless tracking and management of referrals and lead sources. Primary Value and Solutions Provided: Shape Solar CRM addresses the unique challenges faced by solar companies by offering a comprehensive solution that automates sales and marketing efforts, enhances communication, and streamlines project management. By centralizing these functions, it reduces manual tasks, improves lead conversion rates, and accelerates the sales cycle, ultimately driving business growth and increasing revenue.

Shape Debt Software

0 reviews

Shape Debt Software is an all-in-one customer relationship management (CRM platform specifically designed for debt settlement and consolidation businesses. It streamlines sales and marketing processes, manages consolidation and settlement payments, and enhances client engagement, enabling businesses to close more debt deals efficiently. Key Features and Functionality: - Lead Management: Organize and prioritize leads with tools like quickfire call distribution, automated lead assignment, and local presence calling to boost productivity and conversion rates. - Workflow Automation: Automate sales processes by sending leads to backend settlement solutions, running credit checks, and initiating payments through integrated processors. - Built-in Dialer: Utilize an integrated phone system with call recording, compliance checks against do-not-call lists, and protection against known litigators to ensure secure and efficient communication. - Email and Text Automation: Engage clients with pre-built email templates, SMS, MMS, and automated campaigns to maintain consistent communication throughout the debt settlement process. - Customer Point of Sale: Provide clients with an online portal for seamless document submission and progress tracking, enhancing transparency and trust. - AI Insights and Reporting: Leverage AI-driven call insights, scoring, transcriptions, and comprehensive reporting tools to monitor performance and ensure compliance. Primary Value and Solutions Provided: Shape Debt Software addresses the complexities of managing debt settlement and consolidation by offering a centralized platform that automates critical processes, enhances client communication, and ensures compliance. By integrating lead management, workflow automation, and communication tools, it empowers businesses to increase efficiency, improve client satisfaction, and ultimately close more debt deals.