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 […]
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 […]
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 […]
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. […]
A drip campaign is a method used in direct marketing to acquire customers through automation and lead nurture programs. It involves a series of actions that occur over longer periods of time in order to nurture records through the marketing funnel. Daniel is bringing more than 16 years of experience as a sales leader after […]
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Shape has been instrumental in helping us tailor a CRM solution that truly fits the way we do business. It brings sales, marketing, and key operational functions into one centralized system.
