Unlock New Possibilities

Transform Your Lending

Discover how E Mortgage Capital has enhanced its lending experience with Shape, the top Mortgage CRM, sales, and marketing automation platform. Streamline your processes, automate follow-ups, and achieve more.

Boost lead conversion and close more loans

Elevate your lending game with E Mortgage Capital, powered by Shape—the premier Mortgage CRM and lead management platform. Shape effortlessly consolidates all your leads from various providers into one centralized hub, automatically de-duplicating, distributing, and initiating follow-ups—no manual effort required. Shape's intelligent prioritization rules bring your hottest opportunities to the forefront, keeping you organized and laser-focused. With built-in omnichannel communication tools, you can seamlessly call, text, and email directly from the platform. Stay ahead of the game with note and task mentions, Kanban task views, and calendar syncing with Google or Outlook, ensuring nothing falls through the cracks.

Shape's built-in point of sale, along with integrations with other POS systems and native APIs with LendingPad, allows borrowers to complete their digital 1003 applications effortlessly, with loan files automatically created in your LOS. Shape keeps you in the loop with real-time updates on critical milestones and key data points, providing a single source of truth. Plus, Shape streamlines follow-ups with buying agents, selling agents, and referral partners, delivering a smooth and seamless loan process from start to finish.

Seamless workflows

From lead intake and 1003 application to document collection, processing, and underwriting—Shape's native and integrated features ensure seamless efficiency every step of the way.

CRM + Lead Manager

Shape Software

Integrate your lead sources—including connections with Leadpoint, FreeRateUpdate, LendingTree, and BankRate. Shape captures and nurtures your leads, guiding them to closed loans. With built-in call, text, and email tracking, and prioritized pipelines, Shape queues up leads when it's time to connect and automatically follows up, even when you're offline.

Borrower Point of Sale

Shape + Others

Automatically capture digital 1003 applications and convert prospects into pre-approved borrowers with Shape's native borrower portal. Effortlessly gather documents, and if you're using a different point of sale, Shape also seamlessly integrates with other POS solutions. Applications are instantly converted into loan files in your LOS, ensuring a smooth and efficient process.

LOS Connection

LendingPad + Others

Shape seamlessly connects with LendingPad and other LOS solutions to automatically sync new loan transactions, update notes and assignments, capture status milestones, critical dates, and key service providers. When updates are received, Shape can automatically notify all parties involved in the loan transaction, saving you time and reducing manual effort.

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.