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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

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 […]

Comparisons & Buyers Guides

Best Lead Scoring Software Conversions

Lead scoring is beneficial because it helps prioritize and focus on high-quality leads, increasing efficiency and improving conversion rates. Whether you’re in real estate, legal, insurance, mortgage or any other number of industries battling for clients, you’ve probably reached the conclusion that competition online is tightening. Converting your prospects can be an uphill battle. Servicing […]

Comparisons & Buyers Guides

Best CRM Dialer for All-in-One Platform

Capture more leads and improve caller efficiency with a dialing system built directly into your sales and CRM software. The global customer relationship management (CRM) market size is projected to be $128.97 billion by 2028 a 12.1% increase from $58.04 billion in 2021. As a result, companies must keep their CRM up to date with […]

Comparisons & Buyers Guides

Best CRM Features & Tools for 2022

The average ROI on a CRM is 771%. Shape’s all-in-one customer relationship management suite has all the features you need to optimize and streamline your business processes. Whether you’re using click-to-call to launch an integrated call or building an automated email campaign with one of over a hundred professional templates, these critical CRM features will […]

Shape News & Product

How Targeted Tools Help You Grow

In today’s competitive landscape, precision is key. Potential clients want to know that you understand their fears, concerns, and questions and can provide the advice and answers that will instill trust and win their business. You can’t do this by sending out the same mass emails to everyone in your database. Instead of taking a […]

Shape News & Product

Automated Mortgage Lending Portal

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 […]

Sales & CRM Strategy

Mortgage CRM Compliance: How to Protect Your Business

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 […]

Sales & CRM Strategy

4 Reasons HVAC Contractors Need a CRM

As an HVAC Contractor, your job is to help make people more comfortable and, ultimately, happier. Besides having an impact on their daily productivity levels, safety, and energy bills, your business can be a powerful source of calm in sometimes frustrating circumstances. Having the right tools for the job comes second nature to you but […]

AI & Automation

Automate Your Solar Business Today

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, […]

Sales & CRM Strategy

How Data Reporting Saves You Time & Money

When it comes to businesses both large and small, finding ways to cut costs and save time is crucial. It’s how you set your company apart from others without wasting two of the most valuable assets you have. But when it comes to marketing and drawing in new customers, it seems as though your time […]

Shape News & Product

20 Ways Shape Software Will Grow Your Mortgage Business

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. 1 –– Save hours on administrative work every day. […]

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