AI automation to identify your highest quality leads
Genuine human outreach to help qualify your best leads
Sync qualified leads to immediately engage
Connect with customers with best-practices sequences
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Get the powerful automation of Shape CRM & POS paired with AI-powered lead nurturing and human follow-up that identifies qualified leads in your pipeline and boosts conversion rates by 300%
Receive live transfer calls, book appointments, and connect with customers faster with Shape's integrated call, text, and email automation and Verse.io qualifications
Shape's easy-to-use platform helps mortgage professionals take every deal from pre-loan through digital 1003 to post-close with LOS integrations
Shape comes with thousands of pre-built templates, sequences, and content made specifically for mortgage sales and marketing.
Source: Shape G2 reviews
Changing templates will take time and may require a template change fee.
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