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Kevin Benner
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Kevin Benner

Chief Revenue Officer, Shape Software

Kevin Benner is the Chief Revenue Officer at Shape Software, where he leads revenue, marketing, and customer growth. He brings over 23 years of experience in mortgage lead generation and sales technology.

  • CRM evaluation & selection
  • Mortgage marketing
  • Sales & CRM strategy
  • AI & automation
  • Lead generation
  • Lead conversion
97 articlesLinkedIn

Articles by Kevin Benner

Mortgage Marketing

Creating Mortgage Social Media That Converts

In today’s digital world, a strong social media presence isn’t optional for mortgage professionals, it’s essential. Traditional advertising alone no longer drives results. Success now depends on your ability to connect authentically with clients online. Through thoughtful content and a clear strategy, you can position yourself not only as a lender but as a trusted […]

AI & Automation

AI Voice Agents for Mortgage Lead Qualification

The mortgage industry is undergoing a significant transformation as AI voice technology emerges as a powerful tool for lead qualification. This innovative approach enhances customer interactions by streamlining the application process and enabling mortgage lenders to engage with prospects more effectively. By harnessing the advanced capabilities of AI voice assistants, this can improve operational efficiency […]

Mortgage Marketing

How Loan Officers Use LinkedIn to Build Referral Partnerships

For loan officers looking to expand their reach, LinkedIn is more than just another social media site; it’s a vital tool for business growth. In the competitive mortgage industry, establishing a strong professional presence is essential for building referral partnerships and connecting with clients. This guide provides a step-by-step approach to help you harness the […]

Lead Generation

How to Generate Qualified Mortgage Leads: 10 Proven Strategies

In the competitive landscape of the mortgage industry, outstanding lead generation strategies are pivotal for success. Mortgage professionals must focus on attracting qualified mortgage leads that align with their business goals. High-quality leads not only enhance client relationships but also significantly improve conversion rates, driving business growth. Understanding the nuanced traits that characterize potential borrowers, […]

Mortgage Marketing

AI-Powered Mortgage Marketing: Boosting Your Competitive Edge

The mortgage industry is rapidly evolving, and staying ahead of the curve is more important than ever. Artificial intelligence (AI) is no longer a futuristic concept, but a practical tool that is reshaping mortgage marketing. By embracing AI, you can unlock powerful new ways to connect with clients, streamline your operations, and gain a significant […]

AI & Automation

AI SMS for Mortgage Lead Qualification: Convert More Leads Automatically

The mortgage industry is evolving rapidly, leading to increased competition for attracting new borrowers. Traditional methods of evaluating mortgage leads are becoming less effective. This is where artificial intelligence proves to be advantageous. AI is revolutionizing communication through intelligent SMS messaging. By utilizing AI, you can craft individualized text messages rather than sending the same […]

AI & Automation

10 Ways AI Can Supercharge Your CRM Software

Smart technology is transforming the way companies interact with their customers and manage customer data. By leveraging machine learning and advanced analytics, organizations can extract valuable insights from collected information, which enables them to automate routine tasks and enhance customer experiences. This technology supports more personalized service and assistance for clients, and when businesses implement […]

AI & Automation

The Voice Revolution: A Complete Guide to AI Calling

Artificial intelligence continues to reshape modern business landscapes, offering breakthroughs in automation and operational efficiency. Among these advancements, AI-powered calling systems emerge as powerful tools for streamlining communication, enhancing customer service, and boosting business efficiency. By incorporating AI voice bots, businesses can handle tasks like lead generation, call routing, and customer support with precision and […]

Comparisons & Buyers Guides

Discover Top 9 Mortgage Marketing Agencies

The mortgage industry in 2025 presents major challenges but also plenty of opportunities for growth. Marketing strategies have evolved, with a stronger focus on digital channels to target specific audiences. Real estate professionals now rely on social media platforms and effective search engine strategies to connect with the right prospects. These approaches have become essential […]

Comparisons & Buyers Guides

3 Best Real Estate Referral Networks for Mortgage Lenders

The real estate and mortgage industries work closely to help borrowers navigate home loans. For mortgage professionals, building strong relationships with real estate agents is essential. These partnerships can drive more pre-qualification opportunities, attract new clients, and keep your business ahead of the competition. When real estate and mortgage professionals collaborate effectively, the financing process […]

Sales & CRM Strategy

How to Maintain Corporate Compliance Across Multiple Locations While Enabling Local Flexibility

When a single compliance misstep at a branch office can trigger a firm-wide audit, it’s clear: managing compliance across multiple branch offices isn’t just a box to check – it’s mission critical. But here’s the problem: Most companies establish rigid rules from the top down, leaving branch office employees feeling powerless, frustrated, disengaged, and unable […]

Sales & CRM Strategy

Is a Complicated UI Leaving You Frustrated with Your CRM?

As businesses continue to rely on Customer Relationship Management (CRM) systems to streamline their sales, marketing, and customer service efforts, the importance of an intuitive and easy-to-use interface cannot be overstated. Yet, many companies find themselves struggling with complicated user interfaces (UI) that make even simple tasks frustrating and time-consuming. If navigating your CRM feels […]

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