Skip to main content

Shape Software + Floify = The Ultimate Mortgage POS and Automation Workflow!

 Loan officers and mortgage teams looking to simplify and supercharge their end-to-end workflows have a new combo in their toolkit—Shape Software now directly integrates with digital Point of Sale (POS) and mortgage automation solution Floify!

shapefloify-integration.png

floifyshape-integrations.png

With the Shape+Floify integration, loan originators who use Floify to automate their mortgage processes and Shape to manage their lead & customer database, can now seamlessly access Floify’s secure document management system directly within Shape to maintain all important borrower documentation and correspondence in a single location.

To celebrate the launch of this integration, new clients that sign up with Shape before August 31st will receive one free month of Floify.

Get Started

Once you integrate Floify within Shape, originators can:

  • Seamlessly connect existing Shape contact records to a corresponding Floify loan flow
  • Instantly start a new Floify loan flow from within a Shape contact record
  • Synchronize uploaded documentation from Floify into a linked Shape contact record
  • Trigger Shape notifications that automatically utilize Floify outstanding document request data

No more tabbing between systems, no more manual data entry and exporting – this integration is going to be a game changer for not just your clients but your lending teams, too!

Ready to add Floify to your Shape account?

Read our step-by-step guide to setting up this integration here

About Shape Software

Shape Software is the only sales, marketing, and CRM automation tool designed for lenders as an end-to-end solution to take your team from pre-loan through post-close. Close more deals than ever before with Shape’s intelligent lead distribution and scoring features, build and send secure online documents in a click, manage and assign tasks to your team, get a complete suite of sales pipeline and marketing automation features like drip emails, newsletters, and SMS, generate custom reporting on any metric imaginable, and so much more. Try Shape free for 14 days and experience the difference!

 

About Floify

Floify is a digital mortgage automation and point-of-sale solution that streamlines the loan origination process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Lenders use Floify to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. For more information, visit the company’s website at floify.com or on social media at Facebook, LinkedIn, or Twitter.

Article Source:- https://setshape.com/blog/shape-software-floify

Comments

Post a Comment

Popular posts from this blog

5 Ways New Law Firms Can Benefit from a CRM

  Whether you’re venturing off from partners or fresh out of law school, every new law firm needs the same   two   tools to compete in today’s market:   the right software and the right processes .  For every bar complaint made by clients about lack of communication from their attorney, there is a firm creating a seamless and high-touch experience without doing any heavy lifting.  Which one would you rather be? Why Process Matters  Ever misplaced a client’s information in a pile of paperwork on your desk? Forgot to follow up after you sent out an intake form? These are everyday mistakes we all make as busy attorneys. The problem is that without proper data and workflow management (AKA “process”), we leave ourselves exposed to hiccups that can cause major disruptions to our business (AKA cash flow).  Process  is much more than how you think a new DUI client or probate case: it’s documenting and implementing it in a way that becomes easily repe...
Post a Comment
Read more

Double Your Leads and Boost Closing Rates With Shape + leadPops

  In this new digital mortgage era, loan officers and mortgage teams are busier than ever before with new lead inquiries. Rates are low and more buyers are looking to purchase—this should be a   good   problem to have, but what happens when you don’t have a system in place that helps you keep up with demand and stay organized? Enter the   Shape CRM + leadPops seamless integration . With Shape + leadPops working in harmony, you can say goodbye to low-quality leads while  ensuring your teams have an end-to-end workflow in place that prevents any qualified lead from slipping through the cracks. Integration Benefits at a Glance Use leadPops to create dynamic and engaging lead funnels Automatically import high-quality leads directly into Shape CRM Use Shape’s relationship management tools to seamlessly nurture new leads Close more deals than ever before! Better leads. More deals. With the Shape + leadPops integration you can build engaging lead funnels that send pros...
Post a Comment
Read more

Top Reasons to choose a CRM solution for Law Firms

CRM (customer relationship management) is best tool for managing business development, marketing, accounting and building relationships with the customers. When people are using CRM for law firms , the CRM will help in maintaining a better relationship with the customers, increase engagement, and create and send documents for signing automatically. CRM software is the best and safest place to store customer contacts and other personal information. Lawyers and law firms can easily save their customer information and other operational functions in one easily accessible, digital place. It is more important to choose a CRM that is perfect for your law firm. Sometimes people think CRM software is only for largest firms, but it is not true. Every law firms can use this software whatever the firm’s size is. Before choosing a CRM Software Company, you need to check their reputation and check past client’s reviews. These things will help you to choose the perfect company. Here are top fi...
Post a Comment
Read more