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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 + leadPops is helping Megan’s team drive consistent results even in an unpredictable market. New Year, More Volatility Many thought that the wild ride of 2020…
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 firms large and small, the benefits of a seamless LOS integration can be huge: not only can your teams drastically reduce hours per week on…
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 looking online for lenders? The home buying and mortgage process for most borrowers are deeply personal. Good relationships are forged on trust and developing a…
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 haven’t taken the plunge and invested in a CRM to make your lending workflow more efficient, lower your processing costs, or increase your team’s productivity,…
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 for 2021 are growth, saving more time, or just cashing in on the influx of new and refinancing borrowers, much of your focus needs to…
  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 thousands of mortgage businesses, we’ve learned two ways mortgage businesses can grow their businesses in 2021:  Leveraging the right technology stack  Breaking bad lead habits…
  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 have no idea what their return on marketing spend is. If you can’t track new leads, measure conversion rates, understand your best converting sources,…
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 shifts and technology disruption, even the most tried-and-tested mortgage marketing simply won’t cut it anymore.  This game is zero-sum. If your mortgage marketing ideas…
  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 LOS integration, loan originators get a seamless workflow that moves prospects from clear-to-close faster than ever before. This powerful combo simplifies your lending process by…
  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 of automation and smart AI. With Arlo, lenders can build high-converting, engaging marketing campaigns in under a minute that drive 11X more engagement and clicks,…
  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 many off-guard. With an astounding influx of clients, loan officers have struggled to keep up with an immense amount of leads, finding it difficult to even contact most, let alone convert and keep them. Don’t take our word for it—the data doesn’t lie: just 2 of 10 borrowers will stick with the same lender after refinancing and lenders only retain 7% of their current customers in the market for a…
  At a Glance If 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 Solar CRM + Verse! With our new seamless connection with Verse, the lead conversion leader, you can use the power of AI lead scoring and automation to qualify your best prospects and use Shape to nurture them through to conversion.  Why You Need This Duo Most solar businesses waste endless hours chasing down prospects who may not be a good fit and never end up leading to actual…
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 of New York, the average loan processing time has decreased by 10 days since 2010, and keeps getting shorter. At the same time, borrowers want an entirely online loan application experience with as little hassle as possible. In fact, research also shows that some 66% of homebuyers want a fully digital mortgage process, while 50% of borrowers chose their lender based on whether or not they had an online…
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, you can multiply the number of customers you serve, raise the quality of your services, and close jobs faster without hiring additional staff.  And the…
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 investment is $8.71 for each dollar spent.  Not yet using a CRM? That kind of return on investment is like printing money for your business. …
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 don’t have time to rip and replace their existing systems so they can test drive new software every week.  To save you weeks (maybe even…