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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 down to workflow. With so many new leads coming into her firm’s pipeline every week, it was critical to have a technology that could help keep everyone on her team organized and efficient without compromising client satisfaction. Watch the Entire Interview Learn how Shape +…
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, we quantified how technology automation can save brokers tons of time, drive more revenue, and help create more efficient workflows. Today we’re going to dive deeper into an area many brokers struggle with: getting your LOS and CRM to integrate with one another.   For…
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, we’ve discussed in more detail the best way to generate high-quality, qualified leads for your mortgage business. But how do you deliver a high-quality customer experience that breeds loyalty and drives referrals, especially in the “new normal” of COVID-19, where more and more consumers are…
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, we’ll dive deeper into everyone’s favorite topic: money. The last 12+ months have been a wild ride for brokers everywhere, but not every lender has optimized their workflow or tech stack to capitalize on the historic influx of new and refinancing borrowers.   If you…
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 practices needed to make 2021 the best year ever for your business.  Although we’re making our way through the first quarter of another record-breaking mortgage market, it’s never too late to invest the time to set your business up for success. Whether your goals…
  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 with a pandemic going on, even despite an influx of new client inquiries and record-breaking low rates. With so much changing about how we do business daily, how do you future proof your mortgage business for success in the coming year? After working with…
  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 ultimately converts means more (ideally, repeatable) revenue for your business. Easy, right? Well, without a proven system or technology in place to track and measure the return on your investment, marketing can be your business’s Achilles Heel, especially when you consider a quarter of companies
Mortgage marketing is changing minute by minute and the pressure for brokers is on. Check out these key predictions from leading mortgage experts so you can generate and convert more leads now and in the future. The mortgage business was never a cake walk. Brokers, loan officers and team leaders have always had to constantly find new ways to market and reinvent themselves in an often volatile and highly competitive environment. But with recent demographic…
  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…