Shape Mortgage Software Features
What are the features of Shape Mortgage Software?
Loan Services
- LOS Integration - Mortage CRM
- Alerts - Mortgage CRM
- Lender Relationship - Mortgage CRM
- Compliance - Mortgage CRM
Client Management
- Contact Management - Mortgage CRM
- Real Estate CRM - Mortgage CRM
- Email Marketing Automation - Mortgage CRM
Borrower Tools
- Borrower Portal
- Comparison
Lender Tools
- Loan Pipeline
- Credit Pull
- Mobility
Core Functionality
- Integrations
- Customization
- Document Management
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Shape Mortgage Software Categories on G2
Filter for Features
Loan Services
LOS Integration - Mortage CRM | As reported in 81 Shape Mortgage Software reviews. Easily integrates with loan origination solutions | 94% (Based on 81 reviews) | |
Alerts - Mortgage CRM | Facilitates the creation and maintenance of relevant notifications for important dates 85 reviewers of Shape Mortgage Software have provided feedback on this feature. | 99% (Based on 85 reviews) | |
Lender Relationship - Mortgage CRM | Facilitates communication and relationship nurturing between lenders and loan officers 84 reviewers of Shape Mortgage Software have provided feedback on this feature. | 99% (Based on 84 reviews) | |
Compliance - Mortgage CRM | As reported in 85 Shape Mortgage Software reviews. Facilitates or integrates with tools that ensure loan compliance | 99% (Based on 85 reviews) |
Client Management
Contact Management - Mortgage CRM | As reported in 86 Shape Mortgage Software reviews. Stores and manages contacts, leads, and prospects | 99% (Based on 86 reviews) | |
Real Estate CRM - Mortgage CRM | Based on 83 Shape Mortgage Software reviews. Organizes prospect and client pipelines to align with loan and real estate requirements | 99% (Based on 83 reviews) | |
Email Marketing Automation - Mortgage CRM | As reported in 86 Shape Mortgage Software reviews. Automates email or other marketing campaign efforts | 99% (Based on 86 reviews) |
Borrower Tools
Borrower Portal | Provides lenders with a borrower portal to collect documents and streamline borrower interactions. This feature was mentioned in 77 Shape Mortgage Software reviews. | 99% (Based on 77 reviews) | |
Comparison | As reported in 77 Shape Mortgage Software reviews. Provides borrowers with a loan comparison tool. | 100% (Based on 77 reviews) |
Lender Tools
Loan Pipeline | Contains a dashboard for lenders to view their pipeline of loans from application to close. This feature was mentioned in 77 Shape Mortgage Software reviews. | 100% (Based on 77 reviews) | |
Credit Pull | As reported in 77 Shape Mortgage Software reviews. Automates borrower credit pulls. | 100% (Based on 77 reviews) | |
Workflows | Allows for the creation and customization of application workflows. 76 reviewers of Shape Mortgage Software have provided feedback on this feature. | 100% (Based on 76 reviews) | |
Mobility | Provides a mobile-optimized application portal. 77 reviewers of Shape Mortgage Software have provided feedback on this feature. | 100% (Based on 77 reviews) |
Core Functionality
Integrations | Integrates with other relevant lending software, specifically loan origination systems and digital mortgage closing solutions. 77 reviewers of Shape Mortgage Software have provided feedback on this feature. | 100% (Based on 77 reviews) | |
Customization | Allows lenders to customize fields and portal layout. This feature was mentioned in 77 Shape Mortgage Software reviews. | 100% (Based on 77 reviews) | |
Document Management | Provides loan document templates and a repository in which loan documents are housed. This feature was mentioned in 77 Shape Mortgage Software reviews. | 100% (Based on 77 reviews) |
