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  At a Glance Shape’s mortgage CRM + POS has been a powerful tool for loan officers and originators looking to build efficient lending workflows, simplify their processes, and grow revenue. With our latest integration update, you can now leverage the power of Encompass LOS to shorten your lending cycle even more and drive more impact for prospects and clients alike.  Why You Need This Combo With the new Shape CRM + Encompass Bankers Edition…
  At a Glance Looking for a simpler, more streamlined way to build out your mortgage pipeline without breaking the bank? The new Shape + Arlo connection helps lenders attract, pre-qualify, and nurture only the best quality leads to conversion while maximizing the use of existing marketing budgets.  Why You Need This Duo Shape and Arlo working in tandem help busy lenders take the work out of attracting the best borrowers by leveraging the power…
  2020 has been a historic year on many different fronts, but for lenders, a flurry of new borrowers due to the lowest interest rates in 50 years has caught many off-guard. With an astounding influx of clients, loan officers have struggled to keep up with an immense amount of leads, finding it difficult to even contact most, let alone convert and keep them. Don’t take our word for it—the data doesn’t lie: just 2…
  At a Glance If you’re tired of wasting precious administrative time on low-quality or non-converting leads for your solar business, it’s time you tried the powerful and proven combo of Shape Solar CRM + Verse! With our new seamless connection with Verse, the lead conversion leader, you can use the power of AI lead scoring and automation to qualify your best prospects and use Shape to nurture them through to conversion.  Why You Need…
It’s getting harder to meet the expectations of modern borrowers.  For starters, today’s mortgage customers want their loans to be processed much faster. For example, according to the Federal Reserve Bank of New York, the average loan processing time has decreased by 10 days since 2010, and keeps getting shorter. At the same time, borrowers want an entirely online loan application experience with as little hassle as possible. In fact, research also shows that some…
Automation has changed the solar industry for good. But is it for the better? As a solar business owner actively closing jobs in 2020, you know there are some things on the backend you could probably be handling better—but who really has time to plan, execute and update their existing workflows? For better or worse, automation does take time… at least, in the beginning. But there is good news, with the right systems in place,…
They say nothing in life is free, but when it comes to software for your solar business, we’ve gotta disagree. No matter what stage your business is in, the number one tool or “hack” that is going to save you tons of time and money is CRM software to make you more efficient. In fact, a recent study from Nucleus Research shows that for companies that use a CRM, the average return on their technology…
There are hundreds of mortgage CRMs on the market. And they all claim to be the best.  But once you move past the sales pitch, you’ll quickly notice that there’s a whole lot more that goes into a robust mortgage CRM software than just clever marketing.  For starters, the mortgage market is constantly changing. What works now, won’t work 5 years from now. Second, mortgage professionals are really busy people (like, really busy). They…
The mortgage industry is not for lazy performers. In fact, loan originators often work harder than anyone else to achieve their goals.  But to become successful in this industry, working harder isn’t always enough. It’s about working in the right direction.  And who knows better about helping you achieve your goals than mortgage coaches, who’ve been there and done it all?  The mortgage industry boasts dozens of experienced coaches and trainers. The problem is, how…
  It’s official—Shape Mortgage now integrates with video platform BombBomb to make all your prospect and client communications more personal than ever before. Built on top of the powerful Shape Software platform you know and love, the seamless BombBomb integration allows you to add videos to your outbound emails and SMS in just a click.  Are you struggling to break through the noise in the digital mortgage era?Finding it hard to differentiate yourself or your…