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  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…
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…