Shape

Shape CRM empowers mortgage lenders with an AI-driven, all-in-one platform that centralizes leads, automates follow-ups, and delivers real-time insights. Built for mortgage lender workflows and compliance, Shape accelerates pipeline performance, strengthens partner relationships, and helps teams consistently close more loans with less effort.

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About

Shape is a mortgage CRM built for mortgage brokers and mortgage lenders who compete on speed, responsiveness, and borrower experience. Designed specifically for mortgage workflows, Shape helps lending teams convert more leads by automating engagement, follow-up, and pipeline execution across every channel. Unlike traditional CRMs that simply store data, Shape functions as a revenue engine—ensuring every borrower inquiry, referral partner interaction, and lead source is captured, prioritized, and acted on in real time.

Why Mortgage Brokers & Lenders Choose Shape

  • AI-driven lead routing and instant borrower engagement
  • Centralized calls, texts, emails, and tasks in one mortgage CRM
  • Flexible workflows that support both broker and lender operating models
  • Real-time visibility into loan officer activity, pipeline health, and performance

Built to Scale Mortgage Production

Shape helps mortgage brokers and lenders move faster without sacrificing consistency or control. By eliminating manual follow-ups and disconnected systems, the platform enables teams to maximize every lead source, protect referral relationships, and scale production efficiently—without adding operational drag.

Key Capabilities

  • Two-way SMS and MMS communication with support for images, videos, and emojis

  • Advanced lead routing with round robin logic, state licensing filters, caps, and custom rules

  • Instant lead capture from websites, lead providers, and third-party integrations

  • Bidirectional LOS integrations with Encompass, LendingPad, Arive, and others

  • End-to-end pipeline visibility filtered by user, branch, region, or channel

  • Role-based dashboards tailored for loan officers, LOAs, processors, and managers

  • Milestone-triggered automation that drives follow-up at key loan stages, including pre-approval, clear to close, and funding

  • Centralized campaign management across branches and departments

  • Built-in compliance tools supporting TCPA, DNC, and 10DLC requirements

  • Full administrative control over workflows, user roles, and team-level permissions

Main Categories

CRM
Sales

Sub Categories

    Industry Sectors


    Independent Mortgage Banks
    Mortgage Brokers
    Brokers
    Individual
    Regional Branch / Office

    Products

    • Shape AI
    • Lead Engine
    • Email Automation
    • Built-in Phone
    • Text Messaging
    • Customer Point of Sale
    • Lead Scoring
    • CMS Tool
    • Mobile App
    • Lead Management
    • Branching Model
    • Shape UI
    • Shape Monitor
    • AI Calling Agents
    • AI for Mortgage
    Company Information
    kevin@setshape.com

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