Organization
Shape Software, LLC
Website: setshape.com
CRM, Sales, and Marketing Automation to help you achieve more.
47 published works
Shape Blog & Resources
Mortgage Marketing: 5 Leading Brokers On How To Close More Business In 2021 (And Beyond)
By Dani Dunn
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…
Shape Blog & Resources
Shape Software + Encompass LOS Integration is Here to Shorten Your Lending Cycle
By Dani Dunn
At a GlanceShape’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.…
Shape Blog & Resources
Generate More Loans With Less Effort: Shape Mortgage CRM + Arlo
By Dani Dunn
At a GlanceLooking 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,…
Shape Blog & Resources
3 Ways Lenders Can Retool Their Tech Stack to Capitalize on Record Low Rates
By Dani Dunn
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…
Shape Blog & Resources
Boost Your Solar Lead Conversion by 300% with Shape Solar + Verse
By Dani Dunn
At a GlanceIf 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 Blog & Resources
Supercharge Your Loan Application Process with an Automated Mortgage Client Portal
By Dani Dunn
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…
Shape Blog & Resources
How to Automate Your Solar Business to Win Back More Time
By Dani Dunn
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…
Shape Blog & Resources
Solar CRM Software That Will Pay For Itself
By Dani Dunn
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…
Shape Blog & Resources
Best Mortgage CRM: How to Choose One That Brings You Money (Not Headaches)
By Dani Dunn
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…
Shape Blog & Resources
Mortgage Coaching: Your Guide to the Top 10 Mortgage Coaching Programs
By Dani Dunn
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…