Shape Blog & Resources

Blog Authors

Latest from Shape Blog & Resources

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 normal. With so much in flux, we reached out to some of the brightest minds higher ed to get their best predictions on how the…
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 higher ed CRM will help you recruit and enroll hundreds of new students month after month, while ensuring that every interaction between your staff, students, and applicants stays well within the current regulatory requirements. But unfortunately, not at…
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 recruitment is a problem that must be solved.  While many higher education businesses can afford to pour tens of thousands of dollars into training their salesforces, most universities simply lack the resources and knowledge to do the same. And…
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 easy to get a steady flow of Realtor-generated referrals coming your way. Taking real estate agents out for lunch and exchanging business cards just won’t cut it anymore. The competition is too fierce, and agents are getting tired of…
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 from Terry Flannery, vice president for communications at American University and CASE Treasurer. And while it may sound a little harsh at first, we think Terry hit the nail right on the mark. Enrollment marketing is one…
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…
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 with digital Point of Sale (POS) and mortgage automation solution Floify! Through June 30th, 2020, get one free month of Floify when you sign up for Shape! Now, more than ever, lending teams need adaptive and efficient tech that improves their workflow and simplifies the day-to-day admin. Borrowers are wading through historic changes in both the economy and market, and you need tools that can help you nurture…
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…