Shape Software, LLC

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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
Continue Reading Supercharge Your Loan Application Process with an Automated Mortgage Client Portal

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
Continue Reading How to Automate Your Solar Business to Win Back More Time

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
Continue Reading Best Mortgage CRM: How to Choose One That Brings You Money (Not Headaches)

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
Continue Reading Mortgage Coaching: Your Guide to the Top 10 Mortgage Coaching Programs

 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
Continue Reading Shape Software + BombBomb = Make Your Relationships More Personal Than Ever Before!

 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
Continue Reading Double Your Leads and Boost Closing Rates With Shape + leadPops

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
Continue Reading Mortgage Automation: How To 10X Your Business and Win Back Your Time

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
Continue Reading The Top 11 Mortgage Podcasts for Practical Advice in 2020

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
Continue Reading College Recruitment Strategy: A Simple 5-Point Plan to Enroll More Students Today

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
Continue Reading Trends In Higher Education: 7 Must-Know Expert Predictions for 2020

Is your higher ed CRM putting you at legal risk? Find out if your CRM can help you attract new students without violating the latest regulations.The difference between a CRM that allows you to confidently enroll thousands more students each year and a CRM that costs you thousands of dollars in regulatory fines lies in one simple word: Compliance.

A compliant
Continue Reading Is Your Higher Ed CRM Compliant? What Every Enrollment Head Should Know

Don’t pour thousands of dollars into student recruitment staff training. Check out these five simple steps to take your higher ed admissions team to the next level.For some higher ed institutions, problems with inexperienced staff have plagued recruitment efforts for years. Now, as students become more and more selective about where they attend school, a lack of experience in student
Continue Reading Sales Training for Student Recruitment: 5 Simple Steps to Boost Your College Admission Team’s Productivity Starting Now

Are you a loan officer marketing to Realtors? Here’s how to position your mortgage business so that real estate agents actually enjoy sending clients your way. Every loan officer knows that real estate agents can be a goldmine of client referrals. In fact, up 21% of all mortgage referrals come from point-of-sale advisors, including real estate agents.Problem is, it’s not
Continue Reading Loan Officer Marketing to Realtors? Check Out These 7 Insider Tips for Skyrocketing Your Referral Business

Enrollment rates on the decline? Don’t put your school’s revenue at risk. Here’s everything you need to know to take your enrollment marketing to the next level and secure more students for your privately owned college or trade school.“If higher education marketers aren’t paying attention to enrollment issues, they are not paying attention to job one.” That no holds-barred quote is
Continue Reading Enrollment Marketing: 8 Ideas to Increase Student Enrollment at Your College or Trade School

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
Continue Reading Mortgage Marketing: 5 Leading Brokers On How To Close More Business In 2020 (And Beyond)