Close loans without buying more leads

Pre-Built Strategies

Campaigns and content developed over a decade of experience in the mortgage industry

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

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 loan cycle

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.

Get more 1003 applications with a 21-day reminder sequence.

Accelerate the approval process with 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 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.

Get started with Shape today

Consolidate all of your work into one place.

Get in Touch

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

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