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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…
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 do you pick a good coach? When there are more mortgage coaches in the market than ever before, how do you find the one that…
  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 services in a crowded marketplace?Want to kick off client relationships on the right foot—and keep them that way? The Shape + BombBomb integration can do…
  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 can say goodbye to low-quality leads while  ensuring your teams have an end-to-end workflow in place that prevents any qualified lead from slipping through the…
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 can multiply the number of clients you serve, raise the quality of your services, and close loans faster without hiring additional staff.  And the best…
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 downloads, Mortgage Marketing Institute is one of the top rated podcasts in the mortgage industry. Its host, Geoff Zimpfer, is a National Sales Trainer and…
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 2019, that strategy has to be sustainable. This article covers the 5-point plan that will help your higher ed organization immediately attract and convert more…
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…