Integrate With Your Shape Software CRM
With the Floify–Shape integration, loan originators using Floify in combination with Shape to manage their lead & customer database can now seamlessly access Floify’s secure document management system directly within Shape. This integration means allows all important borrower documentation and correspondence to live in a single, secure location.
When the integration is configured and active, originators will be able to:
- Start a new Floify loan flow from within Shape CRM
- Create new leads within Shape from a Floify loan flow.
- Synchronize uploaded documentation from Floify into a linked Shape contact record.
- View auto-communications with a contact from both Floify & Shape in Shape's contact log.
- Trigger Shape notifications when a milestone is checked-off within a Floify loan flow.
How to Install
Any current Jungo clients that also have Floify and have questions regarding the integration can open a case at help.ijungo.com.
A Jungo Tier 2 Rep will then follow up and explain how the process works.
About Shape Software
Run your mortgage business in one easy to use software! Shape Mortgage 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 teams, 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!
Learn more at setshape.com
Try Floify for Free
Start your free trial today and discover how the Floify mortgage point-of-sale platform helps transform your lending operations, so you can:
- Close loans faster.
- Make borrowers happier.
- Strengthen referral relationships.