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Shape CRM & POS + Home Captain helps lenders capture, manage, and convert more leads.
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With historically low mortgage rates driving a record number of new borrowers and clients refinancing, lenders need tools that save time and simplify their workflows. With Shape + Home Captain, you can qualify and nurture better leads and boost revenue by 27%!
With proper screening in place, you don’t need to chase down applicants and clients who have abandoned their online applications or aren’t considering refinancing their current mortgage.
Empower your borrowers to take action on their applications, submit documents when and where they need to, and help them keep tabs on their applications in real-time.
With just 20% of borrowers sticking with the same lender after refinancing and lenders only retaining 7% of their current customers in the market for a new mortgage, you’ll need tools that can not just identify and convert better leads, but also build great relationships and retain clients for the road ahead.
Shape CRM & POS + Home Captain helps lenders capture, manage, and convert more leads.
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