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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…
  In this new digital mortgage era, loan officers and mortgage teams are busier than ever before with new lead inquiries. Rates are low and more buyers are looking to purchase—this should be a good problem to have, but what happens when you don’t have a system in place that helps you keep up with demand and stay organized?  Enter the Shape CRM + leadPops seamless integration.  With Shape + leadPops working in harmony, you…
Automation has changed the mortgage industry for good. But is it for the better? As a mortgage originator actively closing business 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, you…
Mortgage podcasts are a great way to get personal access to the most relevant expert advice in the industry. But how do you pick the best, most engaging mortgage podcasts with so many options to choose from?  Explore our line-up of 11 incredibly actionable and value-packed mortgage podcasts, hosted by some of the most successful and ambitious leaders of our industry! Try Shape Mortgage Today! #1. Mortgage Marketing Radio with Geoff Zimpfer With over 300,000…
Remember the days when you could fill your enrollment quotas by inviting a group of parents and high school seniors to your campus and then sending out flyers afterwards? Those days are long gone. As students become more and more selective with the colleges they choose, a college recruitment strategy is an absolute must. And if you don’t want to become a part of the 63% of colleges that didn’t meet their enrollment goals in…
It’s all bets off in 2020. So what’s next for higher education organizations? We consulted the experts to reveal the top higher ed trends in tech, marketing and enrollment. Right now, it’s hard to make predictions, especially when it comes to higher ed. Currently, more than 1.2 billion students have been affected by global lockdowns and today’s colleges and universities are working tirelessly to ensure their organizations stay resilient in the face of a new…