How to Close More Loans with Ease and Grace
You laugh, but ease and grace are attainable goals in mortgage lending. We didn’t say that it’s achievable without some smart tools, however. Such a skeptic! Here’s what we’ve learned by working with mortgage lenders like you – ease and grace are synonymous with getting it right the first time. How do you get it right the first time, close more loans, and achieve that rosy glow of ease and grace? You set yourself up for success with Shape’s Customer Relationship Management system (CRM) for Mortgage Lenders.
Shape is an all-inclusive cloud software specifically built for the mortgage industry. Here’s a sampling of what you can do with Shape’s CRM for Mortgage Lenders:
Streamline and automate your intake process with our intake form builder
Build forms in a matter of minutes
Link your website directly to the Shape platform
Export data directly into your marketing cycle
Organize and manage all your leads from one dashboard
Score and distribute quality leads to your loan officers
Connect with clients, lenders, and loan officers from a single platform
Automate your email marketing and get notified when a prospect opens the email
Send contracts and important documents securely with Shape's built-in eSignature
Integrates with Encompass, Point, LendingQB and most 3rd party software providers
And last, but not actually last, because there’s so much more – INCREASE LOAN VOLUME by increasing productivity through an intuitive, integrated, automated cloud software that helps you get it right the first time. Now say hello to Ease and Grace. It’s just good business to know these two.
Still skeptical? Fine! Try our free trial and tell us what you think. We custom design our software to fit your business, not our opinions, so we really want to know.
