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,
Continue Reading Adapt. Attract. Convert with Shape + Floify
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
Continue Reading Mortgage Compliance: Is Your CRM Putting Your Business At Risk?
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
Continue Reading CRM For Higher Education: The Complete Buyer's Guide
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
Continue Reading Shape Software CRM + LendingPad Mortgage LOS Integration
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
Continue Reading 5 Simple Formulas to Measure the ROI on Your CRM Investment
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
Continue Reading How CRMs Boost Your Productivity While Working from Home During Coronavirus
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
Continue Reading Using Shape’s Phone, Remotely!
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
Continue Reading Mortgage CRM Software That Will Pay For Itself
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
Continue Reading Shape Legal CRM Massively Quantifies Law Firm Marketing Data
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,
Continue Reading Shape Software + Floify = The Ultimate Mortgage POS and Automation Workflow!
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
Continue Reading Shape Legal Named One of the Best Practice Management Tools
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
Continue Reading 5 Ways New Law Firms Can Benefit from a CRM
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
Continue Reading Shape Legal Named Top CRM by The Lawyerist
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?
Continue Reading Looking for Easier Law Firm Growth? Try These 3 Proven Methods
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
Continue Reading 20 Ways Shape Software Will Grow Your Mortgage Business
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
Continue Reading The Top 10 Biggest Trends Every Law Firm Partner Should Know