Articles tagged “Lenders & Financial Services” from the Shape blog.
Trigger term disclosures are owed the moment an ad states any of four things. The amount or percentage of a down payment. The number of payments or period of repayment. The amount of any payment. The amount of any finance charge. State one and you owe three more disclosures. Those are the Regulation Z trigger […]
This page explains what the rules say. It is not legal advice. Where the answer depends on your license, your consent records, or the states you lend in, it says so and tells you who to ask. What the TCPA covers The Telephone Consumer Protection Act governs how you contact consumers by phone. It reaches […]
A mortgage CRM for multi-branch lenders has to solve a tension, not a size problem. You want each branch free to build workflows that fit how they sell. You also need every one of those workflows to stay compliant. Most platforms give you one or the other. Six platforms below operate at branch scale. Any […]
Mortgage pricing engines decide how fast you can quote and how accurate the quote is. Everything else about them is secondary. Seven engines below. They split cleanly by channel, and two of them are owned by the same company while serving completely different buyers. That distinction gets missed on most comparisons, and it sends brokers […]
Mortgage point of sale software has converged. Nine platforms, near-identical feature lists, and the differences that decide the purchase are not on the feature list. Do you need a separate POS if your CRM or LOS already has a borrower portal? Often you do not. Most originators already pay for software that could carry the […]
Mortgage loan origination software owns the loan file. It does not own the borrower. Confusing those two is how shops end up paying for three platforms that each do a third of the job. Eleven systems below, compared for mortgage specifically. Each entry gives strengths, weaknesses, and who should actually buy it. Most comparisons in […]
In the fast-paced financial services world, building and maintaining strong client relationships is the key to success. For financial professionals, juggling client data, communications, and compliance can be overwhelming. This is where customer relationship management (CRM) software comes in. A powerful CRM helps you organize every interaction, automate daily tasks, and gain deeper insights into […]
The real estate and mortgage industries work closely to help borrowers navigate home loans. For mortgage professionals, building strong relationships with real estate agents is essential. These partnerships can drive more pre-qualification opportunities, attract new clients, and keep your business ahead of the competition. When real estate and mortgage professionals collaborate effectively, the financing process […]
When a single compliance misstep at a branch office can trigger a firm-wide audit, it’s clear: managing compliance across multiple branch offices isn’t just a box to check – it’s mission critical. But here’s the problem: Most companies establish rigid rules from the top down, leaving branch office employees feeling powerless, frustrated, disengaged, and unable […]
Looking for the best CRM for your financial or wealth management business? You’re in the right place. In 2024, financial advisors navigate a landscape brimming with complex client needs and dynamic market changes, making specialized CRM systems essential. These CRMs, designed specifically for financial advisors, excel in seamlessly integrating with portfolio management systems to provide […]
As the world of investor relationship management becomes increasingly complex, it’s essential firms adopt CRM tools to streamline workflows, encourage efficient processes and maintain effective communication with investors. By implementing a CRM, you’ll be able to successfully acquire and onboard new parties and ultimately grow your business. Over the past weeks, we have done extensive […]
The mortgage regulatory landscape can feel like a minefield. Is your CRM system a safeguard or a liability? Let’s find out. Compliance in the mortgage industry is notoriously tough The price of non-compliance often amounts to millions of dollars in penalties. With legal risks (not to mention fees) on the rise, it’s no wonder the […]
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