Using the Refinance Opportunities View in Shape
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Using the Refinance Opportunities View in Shape
When you’re working in a lead and contact management platform, the ability to identify the right segments of your database is a major advantage. Shape’s mortgage system includes a dedicated Refinance Opportunities view that helps you pinpoint past clients who may benefit from a better rate or a new loan strategy.
This video walks through how that view works, how you can customize it, and how it can support your remarketing efforts.
Where to Find the Refinance Opportunities View
Shape includes this view out of the box, and you can also tailor it to your own criteria. You’ll find it under:
Loans → Refinance Opportunities
This view organizes your eligible refinance prospects by interest rate from highest to lowest. It gives you a quick way to see which borrowers may benefit most from a rate review or an updated loan strategy.
Customizing the Refinance View
Even though the view is pre-built, you can adjust it to match your own strategy.
Customizations you can make
- Add additional filters to narrow your list
- Sort the view based on your own priority structure
- Decide whether the columns should be locked or editable
- Restrict access to specific users, teams, or departments
This flexibility allows each organization to use the view in a way that aligns with its contact strategy and outreach goals.
Managing and Locking Columns
You can choose to:
Lock the columns
This creates a consistent layout for everyone. It’s helpful when you want all users to see the same fields in the same order, such as:
- Current rate
- Loan amount
- Loan type
- Milestone history
- Last activity date
Leave columns open
This allows each user to manage their own column layout, rearranging or adding fields based on what makes the most sense for their day-to-day workflow.
Both approaches work well. It just depends on how standardized you want the view to be.
Controlling Access to the View
You can make the Refinance Opportunities view available to:
- Specific users
- Entire teams
- Individual departments
This helps reduce noise and gives the right people the right list at the right time.
Turning Refinance Data Into Action
Once the view is in place, you can use it to:
- Launch targeted refinance campaigns
- Assign follow-up tasks
- Have your team reach out directly
- Trigger AI calling or texting
- Build long-term nurturing efforts
The goal is simple: make it easy to re-engage past clients who could benefit from a refinance
If you’d like help customizing this view or building your own prioritized lists, the Shape team is here to help.
