Floify automates mortgage process with Shape Software

The integration lets originators manage documents within the Shape Software platform

Floify automates mortgage process with Shape Software

CRM automation provider Shape Software has announced its integration with Floify, a digital point-of-sale (POS) provider, to automate the mortgage process.

The integration enables loan originators to access Floify's document-management system within the Shape Software platform, as well as secure important borrower documents and correspondence in a single location.

Additionally, originators can now:

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

“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 Floify Chief Executive Officer Dave Sims. “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.”