Campaigns and content developed over a decade of experience in the mortgage industry
Immediate automated outreach to your new leads via email and text
Keeping in touch doesn’t have to be a full-time job with Shape marketing sequences
Thousands of professional pre-built mortgage HTML email and text templates.
Send perfectly timed text and email follow-ups throughout the loan cycle.
Send borrowers, referral partners, realtors, and associates loan updates automatically.
Stop wasting your time and let Shape do the work with email and text automation until they’re ready to come to you.
Boost conversions with automatic communication throughout the loan cycle
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.
Provide partners with a portal link to submit deals
Secure more referral business with regular check-ins
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.
