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Shape Software, LLC

Website: setshape.com

CRM, Sales, and Marketing Automation to help you achieve more.

47 published works

  1. Shape Blog & Resources

    Grow Your Solar Business with Lead Generation Marketing

    By Dani Dunn

    With the recent rise of renewable energy, it’s not surprising that the solar business has quickly become one of the fastest growing industries in the US. More and more people…

  2. Shape Blog & Resources

    The Importance of CRM Integration with Encompass LOS

    By Dani Dunn

     From starting the loan origination to completing the loan request, the process for a loan can be messy, especially without proper organization. Loan officers know this well, which is why…

  3. Shape Blog & Resources

    Grow Your Mortgage Business with Lead Generation Marketing

    By Dani Dunn

    In a competitive market like the mortgage industry, staying ahead of your competitors is vital for your success. Using CRM software such as Shape’s Mortgage CRM will definitely help, but…

  4. Shape Blog & Resources

    How One Independent Mortgage Company Used Shape + leadPops to Build a Steady Pipeline of Deals

    By Dani Dunn

    For Megan Weil, a Marketing Manager of the independent Equity Home Mortgage in Tampa, ensuring her team can take advantage of the historic influx of buyers, and refinancers all came…

  5. Shape Blog & Resources

    How to Simplify Your Mortgage Tech Stack to Drive More Conversions

    By Dani Dunn

    Welcome back to “Building Up Better,” Shape’s blog series aimed to help brokers build up stronger, more profitable businesses in 2021 by harnessing the power of technology. In our last post,…

  6. Shape Blog & Resources

    How to Build Great Client Relationships in the “New Normal”

    By Dani Dunn

    Welcome back to "Building Up Better," Shape's blog series aimed to help brokers build up stronger, more profitable businesses in 2021 by harnessing the power of technology. In previous posts,…

  7. Shape Blog & Resources

    How Mortgage Brokers Can Make More Money in 2021

    By Dani Dunn

    Welcome back to “Building Up Better,” Shape’s blog series aimed to help brokers build up stronger, more profitable businesses in 2021 by harnessing the power of technology. In this post,…

  8. Shape Blog & Resources

    3 Proven Ways to Make Your Mortgage Business More Efficient

    By Dani Dunn

    Welcome to “Build Up Better,” a new blog series from the mortgage experts at Shape, which will help you emerge from 2020’s unpredictability with the essential tips, tricks, and best…

  9. Shape Blog & Resources

    Free On-Demand Webinar: 5 Lead Habits To Break in 2021

    By Dani Dunn

     Finding it difficult to look ahead to 2021 with clear eyes? We get it. Most brokers we speak to express that it’s been challenging to plan a business growth strategy…

  10. Shape Blog & Resources

    No marketing team? No problem. How Shape + EMA help busy lenders and realtors build a more profitable and sustainable business

    By Dani Dunn

      When done correctly, digital marketing can be a lender or realtor’s best friend. Building an end-to-end campaign that generates high-quality leads, brings them into your funnel, nurtures them, and…