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. When the integration is configured and active, originators will be able to:

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

Learn More About Shape Software CRM

Claim your FREE MONTH of Floify

For a limited time, Shape CRM is offering lenders like you a FREE MONTH of Floify* when you sign up for Shape's Mortgage CRM. This powerful integration between Floify and Shape provides loan originators with a comprehensive solution to streamline your complex lending workflow – from loan application to document collection to partner relationship management – while providing an elegant and branded digital mortgage experience every step of the way.

To claim your FREE MONTH of Floify, simply complete and submit the form below. A Floify representative will be in touch shortly to get you set up.

*Offer valid for Floify Business and Team plans only.

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