See why our customers feel Shape is the better overall mortgage CRM.
Every successful team should have phone/dialer and texting capabilities and pricing shown is for a single user per month sending 500 texts and 500 minutes.
BNTouch charges $148 for an individual user including 1,000 minutes/texts.
$99/user + 500 dialer minutes and 500 texts.
BNTouch offers an initial $49 text/minute package for 1,000 minutes and texts, and then charges $.03/text after 1,000 minutes. Shape allows you to purchase as many or as little texts as you need.
BNTouch offers 1,000 minutes/texts for $49 (4.9 cents/text) and charges $.03 per text after that.
All texts are always just $.02 per text.
Your company receives a large number of broad-spectrum leads, but you only have so many salespeople, so it’s critical that they maximize their time. Some leads are hot and only require a rep to seal the deal, while others are cold and never convert.
ShapeIQ analyzes and back-tests over 700 data points, so your users don’t have to filter through leads with a fine-tooth comb. Shape’s intelligent algorithms remove the uncertainty from lead qualification, allowing your team to focus on selling more.
Shape offers enterprise level dialer functionality out-of-the-box with every system without having to buy separate software.
BNTouch offers dialer functionality through a separate company called “Phoneburner” and must be purchased in addition to their user fees.
Complete IVR and dialer functionality with over 450 phone features included.
Instantly analyze 700+ data points to contact only the leads with the best chance of closing.
Lift call connection rates by 400% when prospects recognize a local number calling.
Not available with BNTouch, may be available with third party integration for $100-125 per user per month for this functionality.
This feature is native to Shape’s dialer.
The ability to dial and text numbers on the go or as needed, and still have them be dispositioned in your system, without having to enter them into your system first, can be the difference in making or losing a sale.
BNTouch can’t receive a text or phone call from a number that is not already in BNTouch.
Enterprise level intelligent call routing and IVR functionality available with Shape.
Speed to contact is the #1 important metric to a mortgage broker when a new lead come in. Quickfire Connect When a new lead comes in the most important thing in any company is speed to contact. When customers inquire about your service, it instantly pops up on your screen to call them.
Not available with BNTouch, may be available with Phoneburner integration for $100-125 per user per month for this functionality.
Instantly notify all users when a call comes in for someone to pickup, or use intelligent call routing to send calls to the right person.
When a lead dials your company, being able to intelligently program call routing can boost conversions over 50%. Choose from ring-all (rings all users), roundrobin (rings users in an order), or groups (build intelligent groups i.e. departments etc.). Or select top performing users to receive calls based on rules you set.
Not available with BNTouch, may be available with Phoneburner integration for $100-125 per user per month for this functionality.
Instantly notify all users when a call comes in for someone to pickup, or use intelligent call routing to send calls to the right person.
Online targeted advertising allows you to show ads specifically to records in your system or based on certain traits. Click through rates for these ads can be 10x higher than normal display ads, and pairing retargeting ads with e-mail campaigns can boost chances for a sale by over 50%.
BNTouch does not have this feature.
Shape allows you to show ads directly to people (leads, accounts, records, etc.) in your Shape account.
Maximize your mortgage marketing efforts with our purpose-built suite. Generate more leads, close more loans and enhance customer engagement from application to post-close.
Leverage our pre-built email, text, video and campaign templates, co-brand with realtors and referral partners and send newsletters at ease.
Use Shape's brandable borrower portal to provide a professional customer experience. Get more applications, provide a secure platform for customers to gather information, upload sensitive documents, and close more loans.
Deploy Shape’s e-mail and text automation to send reminders to your borrowers to complete their application and let the software do the tedious follow-up required to optimize your pipeline.
Seamlessly sync and share data between your Loan Origination System (LOS) and Shape. Reduce manual data entry and mitigate the common struggles of loan officers including duplicates, missing requirements, or errors in data.
We API with your LOS to dynamically update contact information, loan applications, loan statuses, documents, and any other relevant information.
Send beautiful co-branded e-mails, flyers, and landing pages with your realtors and partners. Create transparency for your partners through pipeline views, automated notifications, and increase opportunities through engagement and collaboration.
Provide a professional co-branded borrower portal and leverage Shape's many partner and referral management features to maximize the ROI of your closed loans.
Shape's task management kanban or list view makes it easy to work through your task list. Turbocharge your efficiency and collaborate with team members to make working your daily tasks a breeze.
Seamlessly sync your Google and Outlook calendars to Shape to make managing your events even easier. Manage your team on one shared calendar and automate scheduling.
Simplify your loan officers' days by taking the guesswork out of what the best sales opportunities are to contact. Work smarter by automating your sales pipeline and creating the best closing opportunities among your leads.
Set your team up for success with Shape's ready-made views, or create your own customized views. Stop using dated workflows and get automated.
Use Shape's mobile app to take your work on the go with you. Download the mobile app in the App Store or Google Play.
Brady Webb, CEO American Mortgage Solutions Inc.
Source: Shape G2 reviews
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