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Kevin Benner
Author

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
107 articlesLinkedIn

Articles by Kevin Benner

Comparisons & Buyers Guides

Best Lead Distribution Software: 6 Top Platforms Compared

In 2024, the growing need for efficient lead management has reached unprecedented heights, particularly with the increase in digital transactions and online business operations. Recognizing this demand, the tech landscape has ushered in innovative Lead Distribution Software that goes beyond just basic lead allocation. These systems are crafted to cater specifically to the evolving needs […]

Comparisons & Buyers Guides

9 Best Solar CRMs to Optimize Your Solar Business

In 2024, the solar industry has seen substantial growth, leading to increased competition and complexities in managing customer relationships, installations, and post-sale services. As a response, the market has produced specialized Customer Relationship Management (CRM) tools designed precisely for solar businesses. These CRMs are not just generic tools repurposed; they’re built to address the unique […]

Lead Generation

How to Generate Free Mortgage Leads: 14 Proven Strategies

Tired of cold calling and getting dead leads? Well, we’re here to help! This article provides a highly detailed analysis of advanced strategies for generating free mortgage leads, balancing cost-efficiency with amazing results. We cover both sides of the spectrum: from strategies for acquiring top-tier leads through top lead generation companies to methods for generating […]

Comparisons & Buyers Guides

Best Sales CRM Software: 11 Top Platforms Compared

Searching for the perfect CRM to help you achieve rocket ship sales growth? It’s no easy feat, there are now hundreds of CRM options specifically designed for sales teams on the market. Every business is different, every sales process has nuance and a CRM stack that works for business A may not work for business […]

Comparisons & Buyers Guides

9 Best CRMs for Investor Relations

As the world of investor relationship management becomes increasingly complex, it’s essential firms adopt CRM tools to streamline workflows, encourage efficient processes and maintain effective communication with investors. By implementing a CRM, you’ll be able to successfully acquire and onboard new parties and ultimately grow your business. Over the past weeks, we have done extensive […]

Comparisons & Buyers Guides

Best CRM Software for Insurance Agents in 2026

Choosing the best CRM for insurance agents in 2026 is no longer just about strong contacts – it’s about managing leads, policies, renewals, and client relationships in one centralized insurance CRM software. In today’s competitive insurance market, agents need CRM software that automates follow-ups, organizes client data, and supports consistent communication across email, phone, and […]

Mortgage Marketing

How to Market to Realtors as a Loan Officer and Win Referrals

Are you a loan officer struggling to drive referrals? Do your current marketing strategies yield poor results? Unsure how to ask a realtor for business? Shape is here to help! In this comprehensive blog post, we’ll show you how to market to realtors as a loan officer, and make your mortgage business attractive to real […]

Sales & CRM Strategy

5 Simple Formulas to Measure CRM ROI

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. The bottom line? Whether you’re already using CRM technology, or you’re planning to start using one soon, you’re probably asking yourself one simple question: “Is it […]

Comparisons & Buyers Guides

6 Best Email Marketing Automation Software In 2024

In today’s digitized age, the evolution of email communication is paramount. The tried-and-tested email is no longer a tool for simply sending periodic newsletters or transactional messages; it’s now a sophisticated medium to nurture leads, engage customers, and drive conversions. As we venture into 2024, email automation software is at the forefront of this transformation, […]

Comparisons & Buyers Guides

6 Best CRM for Small Business Options in 2024​

CRMs are now ubiquitous for businesses across all industries with up to 91% using a CRM to grow and maintain their operations. In 2024, there are hundreds of options on the market, from general purpose CRMs to those specifically designed to service almost any industry. We know first hand how challenging it can be to […]

Mortgage Marketing

Email Marketing vs. Direct Mail: 7 Reasons Email Marketing Wins

There are different ways to send promotional material to your business’s audience. You can use email marketing or direct mail marketing, for instance. Email marketing involves the use of promotional emails, whereas direct mail marketing involves the use of tangible and promotional direct mail. While both methods can benefit your business, email marketing is better […]

Shape News & Product

Best CRM with Client Portal Integrated

Save over 20 hours a month, and close deals 50% faster. Deliver positive experiences that keep customers coming back. How does Shape save organizations 20 hours a month and close deals 50% faster? Smooth onboarding, positive customer experiences, and always-on availability. Onboard customers faster with Shape’s customizable user portal. Keep customers moving through the sales […]

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