Marketing Strategies - Shape Software - Automate your business!

Close more Deals Clients Revenue

without buying more leads

Marketing strategies based on 10+ years of data and $1 billion+ in closed deals

Pre-Built Strategies

Campaigns and content developed over a decade of experience

Speed to Contact

Immediate automated outreach to your new leads via email and text

Consistent Follow-Up

Keeping in touch doesn’t have to be a full-time job with Shape marketing sequences

Why email and text campaigns?

High Email ROI

For every $1 spent, $44 dollars is returned making email still one of the most impactful marketing methods.

Text Open Rates

With a 99%+ open rate and 45%+ response rate, text messaging is the optimal way to reach your leads.

An average 70% of leads are not ready to move forward.

Stop wasting your time and let Shape do the work with email and text automation until they’re ready to come to you.

Follow-up automation

Boost conversions with automatic communication throughout the sales cycle

Get more conversions with a 21-day reminder sequence.

Get what you need faster with portal document upload nudges.

Target your partners to get the best types of leads – referrals.

Referred Lead Tracking

Provide partners with a portal link to submit deals

Partner Prospecting

Secure more referral business with regular check-ins

Drum up new business from past customers with automated post-close outreach.

Congratulatory email shows you value your relationship and keeps you top-of-mind.

Outreach to obtain referral business from satisfied borrowers.

A yearly birthday check-in keeps you at the forefront of your clients’ minds in case there is a repeat business opportunity.

Whether you would like to rocket sales, drive email subscribers, or just stay top of mind, you can capitalize on your holiday greetings to further engage your customers.

Get started with Shape today

Consolidate all of your work into one place.

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Our team of experts are here to help! Call our sales line at (888) 762-7211

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