Utilize Shape’s Soft Credit Pull feature. Once the soft credit pull is enabled, pulling the credit report from within a record is super easy.
Taking notes in Shape is very straightforward and can be done from multiple locations in the system. This ensures you are able to leave important information for not only yourself, but any team members as well.
Find the top 17 best mortgage lead generation companies for 2024. Explore our blog for the latest insights and recommendations.
Starting in 2025, new TCPA consent and FCC policies will bring significant changes, particularly targeting lead generation practices and enhancing consumer protections.
Features Features Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer
To start, we highly recommend using Google Chrome as your browser for Shape Software. Chrome supports the latest JavaScript updates and is where we conduct quality assurance testing for new features and improvements.
By following these best practices for list management, email authentication, and content optimization, you can improve your email deliverability, engagement, and overall effectiveness of your email marketing efforts.
Elevate your career with new MLO tips for success in the mortgage industry. Find 9 essential tips to become the best loan officer.
Elevate your loan officer marketing strategy with our top 12 ideas for 2024. Explore our blog for effective loan officer marketing ideas.
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