In today’s competitive market, the Shape Customer Portal is a must-have tool for businesses looking to streamline customer interactions, enhance data security, and boost efficiency. Whether you're collecting customer information, managing referrals, or automating document workflows, the Shape Customer Portal simplifies the process while providing a seamless and professional experience.
🌟 Key Benefits of the Shape Customer Portal
✔ Faster Lead Generation – Embed the Shape Customer Portal link on your website to allow self-registration for new leads.
✔ Automated Document Collection – Customers can upload documents directly into the portal, eliminating email back-and-forth.
✔ Seamless Customer Engagement – Send portal invitations via email or text, making it easy for leads to track their progress.
✔ Integrated E-Signature & LOS Syncing – Automatically syncs with your Loan Origination System (LOS) for mortgage professionals.
✔ Custom Branding & Co-Branding – Personalize the portal with your company logo, colors, and referral partner co-branding options.
🔑 How It Works
1️⃣ Easy Access to a Unique Customer Portal URL
Each Shape CRM user has a unique portal URL, accessible via the portal icon in the top navigation bar or their user profile. Simply share this link with customers to provide a secure, personalized experience that builds trust and streamlines communication.
2️⃣ Powerful Co-Branding Features for Referral Partners
🔹 Co-Branded Links – Generate custom referral links for partners directly from the “Portal” tab in each partner’s profile.
🔹 Referral Partner Login – Partners can track their referred leads and monitor progress through their own free login.
🔹 QR Code Integration – Create QR codes linked to referral partner portals for easy scanning and lead submission.
✅ Boost referral engagement by making it easy for partners to manage their leads from one centralized location.
🔗 Referral Partner Login: https://secure.setshape.com/login-assoc
3️⃣ Simplified Lead & Customer Management
✔ Lead Generation – Potential customers can self-register via the portal, automatically adding them to your CRM.
✔ Milestone Tracking – Customers can track their application progress with real-time updates.
✔ Automated Survey-Style Questions – Answers are instantly synced to the customer’s record.
✔ Instant Notifications – Assigned users receive email and text alerts for new document uploads.
✅ Enhance customer engagement while reducing manual workload!
4️⃣ Hassle-Free Document Collection
✔ Upload Documents Directly – Customers can snap a photo of documents from their mobile device, which automatically converts to PDF.
✔ Track Required Documents – Outstanding, accepted, or rejected documents are clearly marked in the portal.
✔ Request Additional Documents – Use the "Add Custom Document" option to make specific requests.
✔ Approval & Review Process – Users can accept or reject uploaded documents with one click.
✅ Eliminate lost emails and paperwork with secure, real-time document storage!
5️⃣ Secure E-Signatures & LOS Integration (Mortgage Industry)
✔ Complete Loan Applications Online – Customers can fill out applications and generate loan files automatically in your LOS.
✔ E-Signature Ready – No need for third-party software—sign contracts securely within the portal.
✔ Real-Time Syncing – Approved documents are instantly transferred to the LOS loan file.
✅ Save time and reduce errors with a seamless loan application process!
⚙️ Customization & Portal Management
🔹 Admin Portal Controls
✔ Company Settings Management – Ensure that business information is accurately displayed in the portal.
✔ Custom Footer Text – Add terms & conditions or legal disclaimers for compliance.
✔ Modify Application Questionnaire – Use the "Manage Questions" feature to customize the application experience.
✔ Advanced Branding – Upload logos, change colors, and add resource links to enhance the customer-facing experience.
✅ Create a fully branded experience that reflects your business identity!
🔒 Security & Role-Based Access
✔ Password Reset Assistance – Admins can reset passwords, ensuring seamless customer access.
✔ Restricted Portal Access – Admins can control who can reset passwords via Role Permissions settings for added security.
✔ Two-Step Authentication – Prevent unauthorized access with multi-layer security controls.
✅ Protect customer data while ensuring smooth access to the portal!
📱 Optimized Customer Experience
✔ Fully Mobile-Friendly – Customers can access the portal anytime, anywhere.
✔ Milestone Tracking – Clients can see what’s next in their process, eliminating confusion.
✔ Direct Representative Contact – Contact details for assigned reps are always visible in the portal.
✅ Give customers a smooth, transparent experience from start to finish!
🚀 Get Started with Shape’s Customer Portal Today!
By using Shape's Customer Portal, businesses can:
✅ Increase efficiency by automating lead collection and document processing.
✅ Improve customer satisfaction with a self-service portal.
✅ Enhance security through controlled access and centralized data storage.
📩 For more information or assistance, contact: support@setshape.com
📌 Content Tags & Labels
Content Tags:
- Customer Portal
- Referral Partners
- Document Management
- CRM Integration
- E-Signature
- Point of Sale (POS)
- Partner Collaboration
- Loan Application
Labels:
- CRM
- Customer Support
- Lead Management
- Branding
- Workflow Automation
- API Integrations
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