Integrate Floify with Shape Software CRM


With the Shape Software and Floify integration you’ll get access to the ultimate mortgage POS and automation workflow. Using this best-in-class combo, lenders using Floify to automate their mortgage processes and Shape to manage their lead and 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.

Benefits include:

  • Create new leads from Floify with a corresponding Floify loan flow
  • Sync uploaded documentation from Floify into a linked Shape contact record
  • View all communication with a contact from both systems in Shape's contact log
  • Trigger Shape notifications when a milestone is checked-off within a Floify loan flow


Claim your FREE month of Floify:

To celebrate this integration, new Shape customers will receive one free month of Floify (a $59 value), just for signing up for Floify and Shape. Already a Floify user? You’re still eligible to receive one free month of Floify  when you sign up for a new Shape account.

Hurry, this promotion ends June 30, 2020.

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