Smart brokers and teams know that to stay competitive you’ve got to keep up with the latest trends and technology.
Not only does it make sense to adopt a modern, upgraded business management system – it’s what your mortgage clients have come to expect. Use software like Shape Mortgage to automate your daily to-do list and spend more time helping your clients.
A centralized online hub for your business needs provides a single location where your employees can share updates, import files, and document their progress. Shape’s cloud-based tool offers maximum accessibility and user permissions to help you manage sensitive data.
At least not without the right software. A proper mortgage software system can send perfectly timed follow-ups at any stage of the sales lifecycle. Customizable templates and automated email delivery triggers make those five follow ups a snap.
Putting prospects’ minds at ease is one major way you can stand out from the competition through excellent customer service.
Mortgage businesses who automate parts of their onboarding see turnaround times shrink from weeks to hours.
Shape also allows you to assign leads and tasks on the fly to team members, so no to-do ever slips through the cracks again.
Shape Mortgage Software will automatically score your leads based on data from your company as well as any specific parameters you can set and manage at any time. Once your leads are scored you can concentrate your efforts on reaching out to those with the highest ROIs first or even automatically assign them to marketing campaigns.
If you or your employees look up this lead, there’s no way of knowing which version they’ll choose. Which means that notes added to one file might not make it over to the other. So your lead might be getting repeat sales calls from different reps. This kind of sloppy customer service can be remedied with features like Shape’s automatic duplicate merger.
Even if a team member accidentally creates a new file for someone already in the system, Shape can scan, detect, and merge them so all your information remains in one place. This will save you tons of time and headaches over the lifetime of your account.
Shape’s meeting scheduler will also keep your team in sync and your clients from missing any important calls.
Wondering what the ROI of your last big marketing campaign was? Shape can even run reporting for sales and marketing, which will allow you to properly invest your time (and money!) into business decisions that actually move the needle.