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$119.00
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Core is the full Shape CRM for a single loan officer or a small team. You get contact management, pipelines, tasks, and omni channel communication in one system, with 100,000 records included so your past-client database is always working. On the lead side, Core captures leads in real time from any source, runs duplicate checks, and pushes new leads out through automated distribution rules. QuickFire lets you call the lead the moment it lands. Built-in phone, two-way texting, and email mean the follow-up happens in the CRM instead of three other tools.
- Full CRM and lead management features
- QuickFire speed-to-lead distribution
- Lead Routing and shark tanks with state licensing logic
- Built-in cloud phone, two-way SMS/MMS, and email
- Trigger-bases automation and multi-step drip campaigns
- 100,000 contact records included
- Prioritized lead pipeline views
- Partner management and referral tracking
- Mobile app for iOS and Android
- Sales dashboards and built-in reporting
- Native integrations, Zapier, webhooks, and lead provider HTTP post
- Complimentary onboarding and training
- Multiple support layers including email, live support during business hours and 24/7 AI Support
- Add-ons available: AI Agent, AI Insights, Lead Engine, Shape Social, Custom UI, Customer Portal, Unlimited Calling
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Business Development Program
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Starting at $250.001 User Per Month
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Turn the opportunities into conversations.
We don't just show you where the business is. We help you go after it.
- AI-Powered Business Development
- Personalized Referral Partner Outreach
- Past Client Follow-Up
- Prospect Follow-Up
- Automated Email Outreach
- Personalized SMS Outreach
- Referral Partner Nurture
- Post-Close Marketing
- Holiday & Birthday Campaigns
- Database Re-Engagement
- AI-Generated Next Best Actions
- Ongoing Opportunity Monitoring
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$499/moUp to 5 user seats
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The best new hire you'll make for $499/mo
- COMMUNICATIONS SUITE (TEXTING, EMAILING, CALLING + RECORDING)
- IDX SITE WITH MLS INTEGRATION
- TEAM ACCOUNTABILITY AND REPORTING DASHBOARDS
- OPTIONAL PPC MANAGEMENT IS 15% OF AD BUDGET ($60 MIN FEE)
- CLIENT SUCCESS TEAM FOR SUPPORT
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