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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 do with your mortgage CRM? Simply put: A CRM built with compliance in mind can potentially save you multiple thousands of dollars in fines and…
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 and it’s no wonder students are thinking twice before enrolling.  As a higher-ed practitioner, you already know you should take greater accountability for student outcomes…
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, originators can now seamlessly create new loans in LendingPad directly from within Shape, migrate existing LendingPad loan borrower contact records into Shape, instantly start a…
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 It?” Luckily, there are several equations that can help calculate the return on investment on your CRM: CRM ROI = (Gain from Investment into CRM…
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 suddenly finding themselves working remotely for extended periods.  If you haven’t already been a part of the remote workforce, the change may come as jarring at first. The lack of a defined schedule can be disruptive. A new shared workspace with your spouse and children may be distracting. The looming threat of the virus and its impact on friends, family, and loved ones may mean work takes a backseat. And…
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, we know that many of you will be using Shape Software to make and receive phone calls from remote locations. One of the many benefits of Shape SAAS solution is that it’s cloud-based, meaning you can access Shape online from any computer with an Internet connection. Use Shape’s webphone for browser-based calling or forward calls to a mobile phone or landline! Here’s an overview of using Shape’s calling services if you’re…
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 shop, 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…
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 our system a “mature all-in-one product.” “Think of any sort of data your law firm collects, and I’ll challenge you to find one sliver of that data set that does not have an obvious home in Shape. If the object of a CRM system is to make marketing more predictable so that you make better decisions about lead management and conversion, then it’s also true that the more…
Loan officers and mortgage teams looking to simplify and supercharge their end-to-end workflows have a new combo in their toolkit—Shape Software now directly integrates with digital Point of Sale (POS) and mortgage automation solution Floify! With the Shape+Floify integration, loan originators who use Floify to automate their mortgage processes and Shape to manage their lead & customer database, can now seamlessly access Floify’s secure document management system directly within Shape to maintain all important borrower documentation and correspondence in a single location.  To celebrate the launch of this integration, new clients that sign up with Shape before August…
Practice management and case management are two essential parts of every law firm’s workflow. However, many law firms choose to go without a dedicated tool for the former and leave a glaring gap in their workflow.  Without the proper practice management tool in place, your firm doesn’t have the essential tools it needs to process take on new clients. The right tool is end-to-end and includes online intake for potential new clients, ability to respond to new client inquiries, getting necessary documents and agreements signed, scheduling appointments, and helping you stay on top of project management.  Shape has built one…
Whether you’re venturing off from partners or fresh out of law school, every new law firm needs the same two tools to compete in today’s market: the right software and the right processes.  For every bar complaint made by clients about lack of communication from their attorney, there is a firm creating a seamless and high-touch experience without doing any heavy lifting.  Which one would you rather be? Why Process Matters  Ever misplaced a client’s information in a pile of paperwork on your desk? Forgot to follow up after you sent out an intake form? These are everyday mistakes we…
It’s no secret that there are dozens of tools out there to make law firms more efficient and improve the client process. From intake to scheduling to practice and case management, you may find your firm racking up an incredible amount of monthly fees with all the software required to get the job done.  Luckily, the legal software experts over at Lawyerist agree that “It’s a good match for nearly any sized law firm including solo practitioners” to run their entire practice on. Read the full review of Shape Software on Lawyerist Managing the ins and outs of every prospect…
When law firms plan for growth, they may consider bringing on additional support staff, shelling out for a marketing consultant, or launching their next big marketing campaign. But what if instead of shelling out tens of thousands, you could nurture and convert more clients with just a few minor tweaks to your process and a minimal investment of $79? Whether you run a high-volume criminal firm or are trying to nurture better relationships for your probate practice, there are three key changes you need to implement now to help encourage scalable growth. Tip 1: Build a Better Lead Management…
Did you know that in 2018, 78% of homes were purchased with a mortgage here in the U.S.? In other words, the mortgage industry is booming. Smart brokers and teams know that to stay competitive you’ve got to keep up with the latest trends and technology. Follow these 20 proven insider tips on how to grow and improve your mortgage business in this thriving marketplace. 1 – Save hours on administrative work every day. Mortgage loan officers are responsible for a variety of paperwork, tasks, and client interactions at any given moment. These procedures are often both complex and dynamic.…
The news is in: technology has arrived and it’s here to stay. From real estate to journalism, technology is taking the working world by storm. And the legal industry is at the top of the list for technological takeover. But don’t worry, this isn’t the beginning of a courtroom-based horror movie. Regardless of the hype and headlines, the truth is law firm partners and leaders need to know what’s coming if they want to stay ahead by taking advantage of the many perks technology can offer. And to help make sure you’re safely buckled in for the technological rollercoaster the…
A couple of years ago, Forrester analyst, Andy Hoar famously declared, “we believe one million [sales] jobs will be net displaced by 2020.” Yikes. With AI, blockchain and automation in the game, there’s plenty to think about when it comes to the road ahead for lenders. And it doesn’t exactly help that interest rates are on the rise and business behemoths like Amazon are now making mortgage plays. No doubt about it, it’s rough out there for originators. But amid all the buzz and hard-hitting headlines, what’s real and what’s hype? And more importantly, where does the mortgage broker stand?…