A guide to adding leads in Shape using manual entry, imports, integrations, or automations.
Connect contacts with referral partners and agents so everyone stays aligned.
Send loan data from Shape to your LOS without extra steps or manual work.
Handle incoming calls in Shape and keep every conversation tied to the right record.
Reach your database at scale with simple bulk email and texting tools.
Create, assign, and track tasks so nothing slips through the cracks.
Set up automated follow ups that keep leads moving without manual effort.
See who opened, clicked, or engaged so you can follow up with better timing.
View team performance and activity trends with easy, real time, and historic reporting.
A simple starter course that teaches the core Shape basics through the mortgage template. The examples are mortgage specific, but the setup and workflows apply to any business.
Show users how to manage their day and stay organized in Shape.
Use automated follow ups & campaigns to keep leads moving without manual effort.
Learn how leads enter Shape, get organized, & move through your workflow.
Handle calls, texts, and emails inside Shape for clear, organized conversations.
Configure fields, roles, and layouts to match your workflow and business needs.
Understand how to track, update, and work every contact and file.
Learn how teams work in Shape and how users collaborate across roles.
Connect Shape with your other systems and pass data through API or webhooks.
Review pipeline activity and team performance with easy reporting tools.
Learn how permissions, login controls, and compliance tools keep data protected.
