Highlights : About Shape Software
Product Details
Features
Access controls
Account alerts
Account tracking
Amortization schedule
Automated payment reminders
Automated workflows
Billing & invoicing
Bulk actions
Calendar/reminder system
Cataloging/categorization
Client database
Client statements
Client/property matching
Closing documents
Collaboration
Contact import/export
Contact management
Credit reporting
Custom configurations
Custom reporting
Customer statements
Customer support
Customer survey creation
Customizable fields
Customized industry workflows
Document management
E-signature
Electronic applications
Email automation
Email integration
Email management
Escrow management
Flyer printing
Government loans
HUD settlement statements
Household tracking
Influence tracking
Integrated dialer
Integrated vendor services
Interaction tracking
Internal chat integration
Intra-company chat & instant messaging
Knowledge management
Landing pages/web forms
Lead & account management
Lead capture
Lead distribution
Legal matter management
Lender search
List management
Live chat
Loan consolidation
Loan level pricing
Loan origination
Loan processing
Loan searching
Loan servicing
Loan submission control
Marketing automation
Marketing automation integration
Multi-branch
Multi-office
Online application
Outsource processing
Payment tracking
Pre-qualification
Pricing management
Promissory notes
Property alerts
Property tax management
Quotes/proposals
Referral tracking
Refinance management
Relationship tracking
Reminders
Reporting/analytics
Request escalation
Residential mortgages
Role-based permissions
Rules-based scheduling
SMS messaging
Sales pipeline management
Search/filter
Segmentation
Staff calendar
Student loans
Team assignments
Team management
Team performance analytics
Template library
Third party loan origination
Time tracking
Visual presentation
XML/RSS
Benefits
Automated tools allow users
Manage online marketing and promotions
Pre-built library of document templates allows users
smart business and marketing
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