Shape Software, LLC

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

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Is your higher ed CRM putting you at legal risk? Find out if your CRM can help you attract new students without violating the latest regulations. The difference between a CRM that allows you to confidently enroll thousands more students each year and a CRM that costs you thousands of dollars in regulatory fines lies in one simple word:  Compliance. A compliant higher ed CRM will help you recruit and enroll hundreds of new students…
Don’t pour thousands of dollars into student recruitment staff training. Check out these five simple steps to take your higher ed admissions team to the next level. For some higher ed institutions, problems with inexperienced staff have plagued recruitment efforts for years. Now, as students become more and more selective about where they attend school, a lack of experience in student recruitment is a problem that must be solved.  While many higher education businesses can…
Are you a loan officer marketing to Realtors? Here’s how to position your mortgage business so that real estate agents actually enjoy sending clients your way. Every loan officer knows that real estate agents can be a goldmine of client referrals. In fact, up 21% of all mortgage referrals come from point-of-sale advisors, including real estate agents. Problem is, it’s not easy to get a steady flow of Realtor-generated referrals coming your way. Taking real…
Enrollment rates on the decline? Don’t put your school’s revenue at risk. Here’s everything you need to know to take your enrollment marketing to the next level and secure more students for your privately owned college or trade school. “If higher education marketers aren’t paying attention to enrollment issues, they are not paying attention to job one.”  That no holds-barred quote is from Terry Flannery, vice president for communications at American University and CASE…
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…
Loan officers and mortgage teams looking to simplify and supercharge their end-to-end workflows in this new digital mortgage era have a powerful combo in their toolkit—Shape Software and CRM’s integration with digital Point of Sale (POS) and mortgage automation solution Floify! Through June 30th, 2020, get one free month of Floify when you sign up for Shape! Now, more than ever, lending teams need adaptive and efficient tech that improves their workflow and…
The mortgage regulatory landscape can feel like a minefield. Is your CRM system a safeguard or a liability? Let’s find out. Compliance in the mortgage industry is notoriously tough.  The price of non-compliance often amounts to millions of dollars in penalties. With legal risks (not to mention fees) on the rise, it’s no wonder the cost of loan servicing has increased at least four times since 2008.  But what does any of this have to…
A CRM can increase your enrollment and graduation rates. But which one is the right one for you? This guide will help you find the best CRM for your higher-ed org. Last year there were 2.3 million fewer students enrolled in higher education institutions compared to 2011. Despite the fact that this number keeps going down, the price tag for tuition has increased by almost eightfold since 1989. Couple that with crippling student loan debt…
Shape Software, a customer relationship management (CRM) and marketing automation tool for mortgage companies, has announced the launch of a new integration with LendingPad, a leading cloud-based loan origination system. Through the integration, lenders can now use these two platforms in tandem to streamline and automate their mortgage processes, as well as gain the power and flexibility to manage their lead & customer databases in one place.  With Shape and LendingPad working together,…
Let’s start with a simple assumption to make this article worth your time: you care about your business. Because if you don’t, there’s really no point in going further.  But if you’re here, we’re assuming that things like lead generation and revenue growth are high on your list.  And that means that whether you’re already using a CRM, or you’re planning to start using one soon, you’re asking yourself one simple question: “Is it worth…