Shape Software, a customer relationship management (CRM) and marketing automation tool for mortgage companies, has announced the launch of an integration with Floify, a digital point-of-sale solution. Through the integration, lenders can now use these two platforms to streamline and automate their mortgage processes and provide lending teams with the power and flexibility to manage their lead and customer databases to drive more conversions and save time.
“This new integration is huge for lenders looking for a more streamlined end-to-end workflow. We’re really excited to be working with the Floify team on this,” said Shape Chief Executive Officer Anthony Gutierrez.
With Shape and Floify working in tandem, originators can seamlessly connect existing Shape CRM contacts to a corresponding Floify loan flow, instantly start new Floify loan flows from within Shape, synchronize uploaded documentation from Floify into a linked Shape contact, and trigger notifications that automatically utilize Floify’s document request data.
“In today’s fast-moving mortgage industry, lenders want the speed and simplicity of an all-digital loan origination solution like Floify integrated with a powerful CRM like Shape,” said Dave Sims, chief executive officer of Floify. “Our partnership with Shape has helped us to combine these critically important platforms in a way that has created a comprehensive and seamless experience for mortgage professionals.”
To celebrate the launch of this integration, new or existing Floify clients that sign up with Shape before Aug. 31, 2019 will receive one complimentary month of Floify.
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