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Mortgage Coaching: Your Guide to the Top 10 Mortgage Coaching Programs

Top 10 Mortgage Coaching Programs

Top 10 Mortgage Coaching Programs

Top 10 Mortgage Coaching Programs

Get started with Shape today!

All-in-one software for marketing, sales, customer service, CRM, and operations.

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Why choose email marketing over direct mail?

According to the dozens of expensive lead comparison sites like Bankrate, LendingTree and Zillow—heck yes, you can.

There are different ways to send promotional material to your business’s audience. You can use email marketing or direct mail marketing, for instance. Email marketing involves the use of promotional emails, whereas direct mail marketing involves the use of tangible and promotional direct mail. While both methods can benefit your business, email marketing is better than direct mail marketing for several reasons.

There are different ways to send promotional material to your business’s audience. You can use email marketing or direct mail marketing, for instance. Email marketing involves the use of promotional emails, whereas direct mail marketing involves the use of tangible and promotional direct mail. While both methods can benefit your business, email marketing is better than direct mail marketing for several reasons.

BNTouch

$99/user/mo

All-in-one software for marketing, sales, customer service, CRM, and operations

What's included:

Top Choice

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Shape CRM

$99/user/mo

All-in-one software for marketing, sales, customer service, CRM, and operations

What's included:

Hubspot

$99/user/mo

All-in-one software for marketing, sales, customer service, CRM, and operations

What's included:

Quick Comparison of Mortgage CRM Software for Loan Officers:

Software Intro Price Differentiator
Shape CRM
$99
The best mortgage CRM system for loan officers in the USA
HubSpot CRM
$45
Modular all-in-one CRM with customizable features
BNTouch
$148
Best mortgage broker CRM for customer service and marketing automation
Whiteboard CRM
$150
Best mortgage broker CRM for customer service and marketing automation
Pipedrive
$9.90
Best mortgage broker CRM for customer service and marketing automation

1. Shape CRM

Founded: 1999
HQ: Irvine, California, United States
Key info
Free plan: No Support: 24/7 (In-product support + email)
Best for
The best all-round mortgage CRM software in the USA
Pros
Easy to configure
Allows you to manage all accounts, leave notes, and call/text/email them from one system
Cons
Limited customization option for the deal section
Has a learning curve
Integrations
Zapier, Calendly, MailChimp, WordPress, and many more

1. Instant Delivery

You don’t have to wait for emails to be delivered. Upon clicking the send button, they’ll typically reach recipients within seconds. Most emails are delivered within seconds or fractions of a second. In comparison, direct mail can take weeks to reach recipients.

Direct mail marketing is slower because it requires physical delivery rather than digital delivery. After purchasing a direct mail marketing service, you’ll have to wait for the provider to turn your concept into tangible mail. The provider must then deliver the mail via the United States Postal Service (USPS). All of these steps can take a long time, which is one of the reasons email marketing is better than direct mail marketing.

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Our Top Pick - Shape CRM

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5/5 - from 214 reviews

All-in-one software for marketing, sales, customer service, CRM, and operations. Improve communication and maximize your business.

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See how Shape's automation can help grow your mortgage business.

Frequently asked questions

You can always reach out to our customer support directly from your Shape system or simply send an email to support@setshape.com.

Nope! At Shape, we offer month to month pricing as well as annual contracts. For customers that do decide to commit to Shape annually there is up to a 20% discount incentive.

We accept any major credit card. For annual subscriptions with over 25 users we can also issue an invoice payable by bank transfer or check. Your account executive can arrange an invoice purchase.

You can think of a user as any person who has access to use Shape software. You can have 1 to unlimited users, just be aware that the users you add to the CRM reflect in your total monthly subscription fees.

Shape is a cloud-based software solution that requires a stable internet connection. We recommend using the latest, versions of Chrome, Microsoft Edge, and Firefox. Also Safari 10.1 and newer.

Yes! Want something custom? With Shape’s help, there’s no limit to how much you can scale your company’s growth and lead your business, affiliates, associates, and clients down a path to success.

We hope that won’t be necessary, but you can cancel your subscription whenever you believe that Shape is no longer helping you with your business. You can cancel by contacting us, or in your software settings.

Due to the fact that our product has communications such as calling, texting, etc that require passthrough costs we cannot offer a free trial. However we do offer a free demo to answer all questions prior to your purchase of Shape. There may be old content available on other websites or outdated pages that state a free trial. These are void and are no longer honored by Shape.

Pros

Pricing

Highlights
Pros:
Variety of online, on-premise, and hybrid programs​
Strong focus on sales and crisis management​
Vast C-level consulting experience​
Specific role-based training modules for new hires, service workers, and management​
Pricing:
$249 per learner for Saleslyft​
$899 for Mortgage Champions Online™ 6-week program​
Individual pricing for enterprise consulting​
Pros
Variety of online, on-premise, and hybrid programs​
Strong focus on sales and crisis management​
Vast C-level consulting experience​
Limited customization option for the deal section
Has a learning curve
Zapier, Calendly, MailChimp, WordPress, and many more
Pricing
$249 per learner for Saleslyft​
$899 for Mortgage Champions Online™ 6-week program​
Individual pricing for enterprise consulting​
Highlights
Pros:
Variety of online, on-premise, and hybrid programs​
Strong focus on sales and crisis management​
Vast C-level consulting experience​
Specific role-based training modules for new hires, service workers, and management​
Pricing:
$249 per learner for Saleslyft​
$899 for Mortgage Champions Online™ 6-week program​
Individual pricing for enterprise consulting​
Founded: 1999
HQ: Irvine, California, United States
Key info
Free plan: No Support: 24/7 (In-product support + email)
Best for
The best all-round mortgage CRM software in the USA
Pros
Easy to configure
Allows you to manage all accounts, leave notes, and call/text/email them from one system
Cons
Limited customization option for the deal section
Has a learning curve
Integrations
Zapier, Calendly, MailChimp, WordPress, and many more
  • Level 1

    Level 1, or entry level, is a 12-month commitment program that includes an elaborate plan and access to group coaching sessions. The program also pairs trainees with accountability partners from CORE’s wide network of experienced mortgage professionals who guide Level 1 participants through instructional videos and audios.

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