For every $1 spent, $44 dollars is returned making email still one of the most impactful marketing methods.
With a 99%+ open rate and 45%+ response rate, text messaging is the optimal way to reach your leads.
New Lead Campaigns are designed to provide immediate automated and consistent follow up on your new leads, to convert them into closed deals.
An initial email and text should be triggered to send automatically.
A three to five week cadence should be followed before moving a lead to a different campaign.
Allow borrowers to start the process with a portal link without having to speak with you.
Provide information and helpful guidance instead of just continually asking for business.
Getting Borrower Docs
Stop wasting your time on them and let Shape nurture them with email and text automation until they’re ready to come to you. Nurture campaigns have a very light cadence of one a month. Some topics include:
Congratulatory email shows you value your relationship and keeps you top-of-mind.
Outreach to obtain referral business from satisfied borrowers.
A 1 year check-in keeps you at the forefront of your clients’ minds in case there is a refinance or new purchase opportunity.
Touch points to stay top of mind and assess your borrowers’ mortgage against changing financial situations or market shifts.
Provide partners with a portal link to submit deals
Secure more referral business with regular check-ins
Purpose built mortgage sales and marketing automation.