Shape Software's specialized sales and marketing automation platform enables you to oversee all elements of your enterprise from a single interface.
This cloud-based solution provides a variety of tools designed to assist in managing and automating your digital marketing efforts, including promotions through text, email, and online advertisements, while also capturing leads from various online channels. Additionally, it helps in nurturing potential clients and managing projects throughout your day. You can enhance customer interactions by offering a secure portal that simplifies your intake workflows, utilize ShapeIQ to systematically evaluate leads, and generate comprehensive custom reports.
Begin increasing your revenue by exploring the versatile range of services that Shape offers today, ensuring that you stay ahead in an ever-evolving market.
Learn more
LendingPad is an enterprise-grade, cloud-based loan origination solution (LOS) crafted to advance mortgage lending for banks, credit unions, brokers, and lenders. Developed by seasoned mortgage experts, the system prioritizes rapid processing, transparency, and intuitive usability—empowering teams to expedite closings and enhance the borrower journey.
This platform brings together essential workflows, streamlines repetitive processes, and upholds compliance using a robust, API-centric design. By minimizing operational slowdowns and making daily tasks easier, LendingPad lets mortgage professionals dedicate more time to client service rather than administrative duties. Its adaptable framework supports institutions of any size in responding swiftly to shifts in the market, regulatory updates, and new business strategies.
Learn more
MeridianLink Mortgage
MeridianLink® Mortgage is an award‑winning mortgage lending solution designed to help banks, credit unions, and independent mortgage banks increase ROI by reducing origination costs, simplifying workflows, and improving borrower experiences. Its modern, flexible platform combines configurable technology, native tools, and deep integrations to help teams close loans faster and capture market share.
The Mortgage LOS supports the full loan lifecycle, while the Mortgage Access POS delivers a smooth, digital‑first application experience that accelerates submissions and boosts conversions. Insight for Mortgage provides ready‑to‑use dashboards, real‑time benchmarking, and borrower analytics—enabling confident, data‑driven decisions without waiting on IT.
Built‑in and third‑party PPE options, including the PriceMyLoan® pricing engine, help shorten cycle times and improve pull‑through rates. Patented debt optimization tools strengthen borrower qualification by identifying opportunities to consolidate high‑interest debt. A third‑party originator portal simplifies collaboration with brokers and correspondents.
Post‑close cross‑sell capabilities extend relationships beyond funding, while no‑code configurability allows teams to tailor workflows without added development costs. Open APIs, core connectors, Admin Pro for Mortgage, Mortgage Credit Link™, paperless eClosings, hundreds of integrations, and best‑practice defaults help institutions launch faster, operate more efficiently, and deliver exceptional borrower experiences.
Learn more
NotaryWorks
NotaryWorks enables lenders to offer a wide array of electronic closing solutions for real estate transactions, resulting in faster loan closures and improved satisfaction for borrowers. Unlike other electronic notarization options currently on the market, NotaryWorks provides an in-home notary experience that includes choices like remote online notarization and mobile notaries for clients who prefer traditional methods. Each notary is not only certified but also rigorously vetted by Accurate Group, which guarantees a high level of trustworthiness and professionalism. The platform integrates electronic documents, streamlined workflows, secure e-signatures, and e-notarization technology into an intuitive user interface. It complies with regulations outlined by the Uniform Electronic Transactions Act (UETA) and the Electronic Signatures in Global and National Commerce Act (E-Sign Act), ensuring that all transactions are legally sound. Additionally, NotaryWorks can be combined with the Accurate eSign solution to create a fully integrated e-closing experience, enhancing the process for all stakeholders involved. This commitment to offering diverse options allows NotaryWorks to cater to varying borrower needs and simplify the entire closing process significantly. Ultimately, the platform strives to innovate the notary experience in a way that benefits everyone engaged in real estate transactions.
Learn more