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
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.