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 2020 (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
Adapt. Attract. Convert with Shape + Floify
By Dani Dunn
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…
Shape Blog & Resources
Mortgage Compliance: Is Your CRM Putting Your Business At Risk?
By Dani Dunn
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…
Shape Blog & Resources
CRM For Higher Education: The Complete Buyer's Guide
By Dani Dunn
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…
Shape Blog & Resources
Shape Software CRM + LendingPad Mortgage LOS Integration
By Dani Dunn
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.…
Shape Blog & Resources
5 Simple Formulas to Measure the ROI on Your CRM Investment
By Dani Dunn
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…
Shape Blog & Resources
Mortgage 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 mortgage business, we’ve gotta disagree. Whether you’re a seasoned LO or just starting your own…
Shape Blog & Resources
How CRMs Boost Your Productivity While Working from Home During Coronavirus
By Dani Dunn
The coronavirus (COVID-19) outbreak has introduced many unprecedented firsts to the working world-at-large. From social distancing becoming the new normal, to home quarantining, and up to 1/3rd of American workers…
Shape Blog & Resources
Using Shape’s Phone, Remotely!
By Dani Dunn
Shape Software is aware of the need for many businesses to rapidly evolve to working remotely in response to the COVID-19 pandemic. As we all adjust to working from home,…
Shape Blog & Resources
Shape Legal CRM Massively Quantifies Law Firm Marketing Data
By Dani Dunn
Another day, another great review for our Shape Legal CRM and marketing automation tool. Just last week Attorney at Work, one of the top resources for legal technology and news, named…