Shape Software

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