The integration lets originators manage documents within the Shape Software platform
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.”
