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Latest Product Updates and Feature Enhancements on Shape Software
Arive + Shape Software Integration
Shape Software has integrated with Arive via Zapier, enabling loan files and status updates to be transferred between the two platforms. This integration requires a Shape Software account, a Zapier P...remium account, and an invitation from Arive. The setup involves creating Zaps to automate the transfer and update of loan data and statuses, enhancing the efficiency of loan management.
Shape Software introduces enhanced dashboard settings, enabling users to customize business metric tracking. Users can set monthly goals, select campaign sources, and choose statuses to monitor. The ...update supports tailored data visualization, including bar and funnel graphs, for improved performance insights within the Shape Software platform.
Shape Software has launched an integration with BombBomb, allowing users to embed BombBomb video messages directly into emails and SMS within the Shape platform. This feature streamlines video commun...ication, enabling more personalized client engagement and relationship building through Shapes business management solution.
Shape Software has launched a new integration between its CRM and LendingPads cloud-based loan origination system. Mortgage lenders can now automate workflows, create and sync loan files, and manage ...borrower data seamlessly across both platforms. The integration aims to streamline mortgage operations and improve lead management for lending businesses.
Shape Software has launched a seamless integration between Shape CRM and leadPops, enabling mortgage professionals to design interactive lead funnels and automatically import high-quality leads into ...Shape CRM. This integration streamlines lead management, enhances lead quality, and supports higher closing rates for loan officers and mortgage teams.
HIPAA Business Associate Agreement for Shape Software Inc. Covered Entity Clients
Shape Software Inc. (setshape.com) provides a HIPAA Business Associate Agreement (BAA) for clients classified as "Covered Entities." This agreement details Shape's compliance obligations under HIPAA ...and HITECH, governing the use, disclosure, and safeguarding of Protected Health Information (PHI) when clients use Shape's business management software in healthcare and related sectors.
Shape Software introduces robust duplicate record management tools within its business management platform. Users can customize duplicate detection rules, identify and merge duplicates manually or au...tomatically, and track merged or deleted records through detailed reporting features. These capabilities support data accuracy and compliance with data protection regulations.
Strategic Partnerships and Integrations of Shape Software
Shape & LendingPad Integration
SetShape.com has integrated with LendingPad to streamline mortgage processes for loan originators. This bi-directional integration allows users to create and manage loans directly from Shape, with re...al-time updates and data consistency across both platforms. Key features include automated loan file creation, user assignment synchronization, and regular data synchronization, enhancing efficiency and simplifying loan management.
SetShape.com and LendingDox have launched a bi-directional integration, enabling loan originators using Shape to automate mortgage processes and manage customer databases. This integration allows sea...mless loan creation in LendingDox from Shape, with updates on loan status and borrower documentation synchronized between the two platforms every 15 minutes. The integration aims to streamline loan management and enhance data accuracy.
SetShape has integrated its CRM with Ellie Mae's Encompass Loan Origination System. This integration enables seamless bi-directional loan creation, user assignment synchronization, and milestone upda...tes between the two platforms. It also allows for automatic document transfer and updated loan data consistency, enhancing operational efficiency for lenders.
Shape Software has integrated its Mortgage CRM with Arlo.ai to help mortgage lenders boost loan volume and lead conversion. The combined solution uses AI-driven marketing from Arlo and lead managemen...t automation from Shape to attract, pre-qualify, and nurture high-quality borrowers. Lenders benefit from faster campaign creation, increased engagement, and improved pipeline efficiency.
