Technology: Shape Mortgage CRM

The best all-in-one mortgage CRM

Ensure no potential customer is overlooked.

With automated lead distribution, prioritized views, AI lead scoring, and automated follow-up campaigns, Shape covers every step from lead capture to post-close, maximizing your sales efficiency.

Centralize client interactions effortlessly.

Track prospects, manage your book of business, and streamline lead acquisition and retention with customizable tracking tools. Shape's comprehensive client management features improve efficiency and client satisfaction.

Accelerate your sales cycle with automation.

Shape comes with pre-made templates and automated drip campaigns for every step of the mortgage lead sales cycle, including speed-to-contact, referral partner follow up, and post-close retention campaigns.

Built-in omnichannel communication tools.

Shape offers integrated calling, texting, and emailing. It also allows you to disable specific channels to adhere to provider guidelines, ensuring your communications remain consistent with company policies and regulations.

Take work on the go with our mobile app.

Shape features a mobile app and responsive design, accessible on all devices. This allows mortgage loan officers, LOAs, and more to manage tasks and borrower interactions from anywhere, enhancing productivity and responsiveness.

Seamless integrations for enhanced efficiency.

Shape integrates with essential apps and tools in the mortgage industry for seamless data flow and efficiency. Benefit from native integrations, a Zapier app, webhook features, and an open API for custom development.

Drive success with advanced reporting.

Monitor team performance, track status conversions, and ensure compliance with advanced insights, AI-driven scoring, live call monitoring, call recording, and more. Optimize your operational efficiency with comprehensive business analytics.

Join over 100,000 customers and growing

Close 41% more loans

Elevate your branch's success—adopt the top mortgage platform

Meet ShapeAI: The mortgage CRM designed for innovation

Supercharge your sales with Shape's industry-leading mortgage lead management and CRM platform, combining state-of-the-art sales and marketing automation with hundreds of proven, fully compliant templates and tools. With over 1,000 updates each year, Shape keeps you ahead of the competition. Elevate your success further with ShapeAI, delivering automated performance evaluations, follow-up assistance, and more.

Best practices marketing, workflow, and automation tools.

By harnessing the proven strategies of Shape and E Mortgage, this powerful platform has achieved an impressive average conversion rate of 41%. Shape’s E Mortgage platform provides you with the essential tools to close more loans and propel your business growth to new heights. For even greater success, we offer professional services for additional CRM administration.

Unmatched compliance and security.

Shape provides comprehensive opt-in and opt-out tools for calls, texts, emails, and TCPA compliance, including 10DLC registration for texting compliance. When integrated with DNC.com, Shape ensures your leads are checked against national and state do-not-call lists, identifies known litigators, and adheres to existing business relationship (EBR) rules. Safeguard your business and customer data with Shape's robust compliance and security features, designed to protect your operations and build client trust.

See what our customers have to say

As a lifetime CRM user and trainer SHAPE has integrated all the must haves in one platform for the user and to gather metrics for reporting. The team has been ultra communicative to all of our team and users.

Shape Software has truly impressed me in every aspect. Its robust reporting capabilities, advanced automation features, and exceptional customer support have made it an invaluable asset for my team.

Their CRM software completely changed how I manage customer relationships. The intuitive interface and remarkable organization have boosted efficiency significantly. The standout customer support reflects their commitment to success.

Request your personalized demo!

See firsthand how Shape can revolutionize your sales process today.

This site is your go-to resource for E Mortgage Capital users, offering expert guidance and tools to help you get the most out of your Shape Software experience.