ShapeIQ Mortgage Lead Scoring - Shape Software - Automate your business!

Increase Loan Conversions by Over 30%

The best mortgage lead scoring software to increase conversions.

star
star
star
star
star

Join 21,000 users powered by Shape

ShapeSoftware-5StarReviews

See what ShapeIQ can do for your business

AI-driven lead scoring software built on 15 years of data & billions in closed deals

How ShapeIQ Works

Leads are scored based on qualitative metrics and behavior, creating a comprehensive look into a customer’s mind.

Waste Less Time

Don’t spend your time deciding who to call next—know which customers are the highest priority with ShapeIQ lead scoring.

Bring mortgage lead data to life with ShapeIQ.

ShapeIQ automatically assigns a score that corresponds to your company’s ideal client profile, allowing you to simply work the leads with the best likelihood of closing today. Shape provides industry-specific, automated lead grading and lead scoring software solutions that connect smoothly for a simple and powerful user experience.

Artificial intelligence employs continuous machine learning and re-calibration based on conversion data particular to your business. AI will discover patterns based on your customers’ behavioral data and then forecast when a consumer will convert. See how ShapeIQ artificial intelligence can analyze your lead conversion history to help you target the best leads in the future.

Your company receives a large number of broad-spectrum leads, but you only have so many salespeople, so it’s critical that they maximize their time. Some leads are hot and only require a rep to seal the deal, while others are cold and never convert. ShapeIQ analyzes and back-tests over 700 data points, so your users don’t have to filter through leads with a fine-tooth comb. Shape’s intelligent algorithms remove the uncertainty from lead qualification, allowing your team to focus on selling more.

You can’t mill through hundreds of pages of customer behavior to find the right leads—but ShapeIQ can

  • Systematic Prospecting

    Spend less time scoring leads and more time closing deals. Don’t spend your time deciding who to call next—know which customers are the highest priority.

  • Nurture Campaigns

    Identify the leads least likely to commit and those who aren’t ready to close a deal. Continue to nurture them while prioritizing other prospects.

Build a consistent, reliable, and scalable sales system through ShapeIQ’s smart algorithms.

The 3 Pillars of ShapeIQ

Find the leads most likely to commit. ShapeIQ combines an extensive archive of historical business data with your own organization’s data silo to identify and score prospects. Over time, ShapeIQ’s artificial intelligence will learn from your organization’s interactions, feedback, and lead profiles, becoming smarter and more accurate. 

 

Qualifying information may include credit scores, employment history, location, and demographics.

Find the customers with the greatest levels of engagement. ShapeIQ uses positive interactions and behaviors to calculate success probabilities. The more positive experiences a customer has, the more motivated they’ll be to convert. 

 

Positive interactions may include newsletter and email subscriptions, email opens, clicks, status changes, and inbound calls.

Identify the tire-kickers and the time-wasters. ShapeIQ accounts for known behavioral patterns associated with customers not likely to commit. Through ShapeIQ, team members can de-prioritize accounts less likely to lead to a sale by taking into account negative feedback. 

 

Negative feedback may include: unsubscriptions, mismatched goals, unqualified customers, and declined outbound calls.

ShapeIQ becomes even more accurate with time.

ShapeIQ combines the power of business intelligence, historical data, and your organization’s information—all to take the guesswork out of lead contact. The more you use ShapeIQ, the more accurate it becomes.

Take the guesswork out of lead contact.

Problem

Managing your time successfully with so many different activities is challenging, and without a proper procedure in place, this can result in low conversion rates and sales funnel dropouts.

Solution

Knowing when to contact a lead can help salespeople keep on track, focus on the right leads, and be more productive. Empower your sales staff work more efficiently.

Close more qualified prospects.

Start finding the leads that are a great fit for your company.

Get in Touch

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

Follow Us