Mortgage Marketing - Shape Software - Automate your business!

Close loans without buying more leads

10+ years of data and billions in closed loan volume for the optimal mortgage marketing strategy.

You’ve already spent thousands of dollars on leads, now spend pennies to turn them into deals.

Why email and text campaigns?

4,300% ROI with Email

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

99%+ Text Open Rates

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

Mortgage best practices drip campaigns.

Use Shape to turn contacts, records, and prospects into leads and closed deals.

A 1 minute response time leads to a 400% increase in contact rate.

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. 

Attempted Contact

Boost conversions with automatic follow-up after making a contact attempt.

Increase completed applications with reminders

  • Get More Loan Apps

    The “Application Sent” campaign is one of the most important campaigns in your CRM. You’ve qualified the lead, obtained their interest in a loan, and they are now ready to fill out an application and provide the necessary documentation.

  • 21 Day Sequence

    Your leads get busy, they're forgetful, and sometimes they just don’t know what to do. The “Application Sent” campaign is a 21 day email and text campaign that gently reminds your leads to complete the application and also guides them on where to go to complete it.

Getting Borrower Docs

Approve borrowers faster with reminders for documents they need to submit.

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

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:

  • The Cost of Waiting

  • The Power of Pre-Approval

  • Fluctuating Interest Rates

Drum up new business from past customers with consistent 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.

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

Provide partners with a portal link to submit deals

Secure more referral business with regular check-ins

Generate more leads today!

Purpose built mortgage sales and marketing automation.

Get in Touch

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

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