The Shape Customer Portal is a powerful, all-in-one solution designed to streamline customer interactions, simplify document management, and enhance the referral partner experience. With seamless CRM integration, it enables businesses to collect client information, process documents, and automate workflows—creating a fully optimized Point of Sale (POS) system.
🌟 Key Features of the Shape Customer Portal
📌 One-Stop Customer Management
✔ Real-Time Data Entry: Automatically populate customer data into Shape CRM, eliminating manual entry.
✔ Secure Document Collection: Customers can easily upload required documents, which are stored and organized within their profile.
✔ E-Signature Ready: Integrated e-signature solutions allow customers to sign documents without third-party software.
✔ Approval & Review System: Quickly approve or decline uploaded documents directly within Shape.
🤝 Referral Partner Portal
✔ Co-Branded Links: Assign unique referral links to partners, allowing them to generate leads directly in your CRM.
✔ QR Code Integration: Partners can generate QR codes for easy sharing of their referral links.
✔ Automated Lead Attribution: Tracks and attributes all leads submitted through a referral partner’s link.
✔ Referral Tracking Dashboard: Export reports and share status updates with referral partners.
✔ Free Partner Login: Referral partners can log in to track their referrals, review notes, and generate pre-approval letters (Mortgage Industry).
🔗 Referral Partner Portal Login: https://secure.setshape.com/login-assoc
⚙️ Customization & Branding
✔ Company Branding: Add your company logo, custom colors, and contact details for a personalized experience.
✔ Tailored Forms & Fields: Customize the information collected from clients based on your industry needs.
✔ Survey Management: Configure multi-step surveys to gather detailed customer insights.
✔ Document Sets: Build customized document request lists for different types of customers or transactions.
🚀 Shape Customer Portal as a CRM Point of Sale (POS)
✔ Integrated with Shape CRM: No need for external POS systems—collect payments, process applications, and manage customer data within Shape.
✔ Instant Notifications: Get real-time updates when a customer submits information, uploads documents, or completes a step.
✔ Task Automation: Automatically trigger follow-up emails, texts, or internal tasks based on customer actions.
✔ Pre-Approval Letters (Mortgage Industry): Easily generate and send pre-approval letters for borrowers, with customizable parameters.
📂 Customer Portal Use for Leads
✔ Portal Invite System: Send customers an invite to access their portal via email, text, or direct link from Shape CRM.
✔ Milestone Tracking: Customers can track their progress in real-time, ensuring transparency throughout their journey.
✔ E-Sign Document Processing: Customers can sign and submit documents digitally, without needing to print or scan.
✔ Seamless Client Experience: Optimized for mobile and desktop access, ensuring ease of use across all devices.
🔑 Customer Portal Settings & Customization
✔ Add & Remove Required Fields: Customize the data required for each customer interaction.
✔ Modify Document Requests: Choose from pre-built document sets or request specific documents on a case-by-case basis.
✔ Secure Cloud Storage: All uploaded documents are stored safely within Shape CRM, reducing reliance on email.
✔ Automated Document Delivery: Integrate with Dropbox, Google Drive, or Zapier to automatically save collected documents.
✔ Customer Support & Password Reset: Assist customers with logins, reset passwords, and provide seamless access.
📱 How Customers Use the Portal
✔ Mobile-Friendly Interface: Customers can access the portal on any device.
✔ Milestone Tracking: Customers can see where they are in the process and track outstanding requirements.
✔ Instant Document Uploads: Supports all file types, with automatic conversion to PDF format for seamless processing.
✔ Direct Representative Contact: Customers can easily reach out to their assigned representative for support.
🔗 Get Started with the Shape Customer Portal Today! 🚀
For more information or to enable the Shape Customer Portal, contact our team at support@setshape.com.
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