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!
Read MoreWithout 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 tool is end-to-end and includes online intake for potential new clients, ability to respond to new client inquiries, getting necessary documents and agreements signed, scheduling appointments, and helping you stay on top of project management. Shape has built one of the most powerful and end-to-end law firm practice management solutions on the market, and the legal marketing experts at Inbound Law Marketing agree
Read MoreWhether 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 lifting.
Read MoreIt’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 Lawyerist agree that “It’s a good match for nearly any sized law firm including solo practitioners” to run their entire practice on.
Read MoreWhen 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? Whether you run a high-volume criminal firm or are trying to nurture better relationships for your probate practice, there are three key changes you need to implement now to help encourage scalable growth.
Read MoreDid 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 business in this thriving marketplace.
Read MoreWhen it comes to marketing, attorneys get a bad rap. From ambulance chasers to piggybacking the firm next door, there's a reputation of resorting to all kinds of lows to get leads. But will those things really give you the ROI you want? We consulted with some of the legal industry's biggest experts to help you cut through the hype and find out what tactics really work for generating free or low-cost leads for your business.
Read MoreThe use of e-signature solutions once felt as revolutionary as email, and if your law firm used any kind of e-signature software, you felt at least a half-step ahead of the competition. Now, though, everyone from real estate companies to financial institutions to your competition has caught up, meaning it’s important to take that next step. To continue as a client-first practice with an up-to-date toolset, as well as improve your relationship with your clients, you must combine e-signature solutions with your customer relationship management software.
Read MoreWe are excited to announce that the newest addition to the Shape team is longtime digital marketer Adam Wood. As the company's new Marketing Director, Adam will help craft the content and marketing strategy and oversee the nascent Marketing team to help Shape expand its footprint in a variety of new and existing verticals.
Read MoreWhether it's live transfer leads, trigger leads or anything in between, if you're looking to bring in a steady source of online leads for your lending business, you better be ready to put some serious cash on the table. Focus your efforts on the best sources of low- to zero-cost leads. If you're not sure where to start, don't sweat it. We've rounded up actionable tips from some of the best originators in the biz.
Read MoreThe real estate industry is no exception to the technological disruptions caused by constantly evolving business practices and innovations. Traditional methods of conducting business are increasingly falling out of favor due to their inherent inefficiencies that restrict growth and limit success. The transition to technology-intensive methodologies and processes drives efficiency, increases productivity, and escalates your digital presence.
Read MoreOne of the best ways to prepare is to leverage your existing data resources and squeeze every cent of profit from your lead list. A practical and powerful CRM can help you accomplish this goal. In this piece, we will explore some CRM-centric steps that real estate professionals can use to prepare for the next downturn.
Read MoreWe are proud to welcome Daniel Kimm to Shape Software as Vice President of Sales. In this role, Daniel will help lead our team and will consult with new clients to provide them with the best software solution for their needs. Daniel will also be part of the executive leadership team and will help develop Shape’s strategic initiatives.
Read MoreMore and more services are moving online. As of writing this, millennials have the most spending power of any generation in America today). Thinking forward about which parts of your daily operations can move online to appeal to this growing prospect segment is a critical part of the paradigm shift we mentioned above. Don’t worry, when it comes to implementing these processes with Shape, you truly have nothing to fear. Here are a few ways we can help you avoid getting left behind.
Read MoreDo you know your marketing ROI? Most effective lead channels? How many projects you took on last year and what your total profit margin was? Any successful business owner, whether they have five employees or 500, knows the ins and outs of this kind of data. Should you be trying content marketing to attract prospects? Are the leads you buy online actually converting? The right CRM will give you all these answers and more.
Read MoreRunning your business on a CRM provides the unique advantage of automation. According to Gartner research, 85% of consumers expect to deal with some form of AI (artificial intelligence or automation) from small and medium-sized businesses by 2020. Whether it comes via online lead capture, custom email sequences, text messaging, or streamlining your onboarding, with a good CRM you can leverage automation in dozens of ways to improve your business!
Read MoreTo really compete in the new business landscape, you need to embrace change. A CRM is more than just a tool (though it is an awesome one). It represents a paradigm shift for you, your staff, and your customers. Yet thousands of businesses we speak to every year are hesitant to make the switch. Why? In a word, fear. Fear of change. Fear of the unknown. Fear of learning a new system. Fear of doing it all on your own.
Read MoreIn 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 half-hearted one-size-fits-all-needs approach, you can use a CRM that will help you segment and target different sets of prospects and clients with unique, specific, and helpful messaging.
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