Connecting Realtors & Associates to Prospects & Borrowers in Shape Mortgage Software
Relating Realtors & Associates with Prospects & Borrowers in Shape Mortgage Software
Use the “Realtors & Associates” tab to connect saved Realtors and Associates in your system to Prospects and Borrowers. Want connected realtors and associates to receive email and text notifications as well? Use their tags in the “See Tags” button on your templates to send templated communications to the connected records at the right time.
Keep Realtors & Associates Updated with Emails & Text Messages
Want connected realtors and associates to receive email and text notifications as well? Create or add to existing templates using the appropriate tags in the “See Tags” button on your templates to send templated communications to the connected records at the right time.