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Is Your Mortgage Company Trending or Trailing?

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Presentation on theme: "Is Your Mortgage Company Trending or Trailing?"— Presentation transcript:

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2 According to a recent report by CNBC, house flipping is on the rise. “More than 207,000 homes were flipped in 2017, the highest in a decade. The number of people or companies flipping homes also hit a decade high.” With news like this trending today, are you confident your mortgage company can keep pace with the demands of tomorrow? Do you worry that you could lose out on your share of leads because there’s simply not a system in place to effectively manage them while also servicing the customers you already have? At Shape, we think trending is more than something with a hash tag in front of it. We believe trends are a precursor to success, a compass that helps us deliver intuitive cloud software designed for real-time opportunities in the mortgage lending industry.Shape With Shape’s mortgage specific CRM, you can take advantage of industry trends by automating your lead management system:Shape’s mortgage specific CRM

3 Organize and manage all your leads from one dashboard Score and distribute qualified leads to your loan officers and eliminate redundancy Connect with clients, lenders, and loan officers from a single platform Automate your email marketing and get notified when a prospect opens the email Export data directly into your marketing cycle and get to the close faster Not to mention a few of these cool industry-specific features: Streamline and automate your intake process with our intake form builder Build forms, store, and attach documents in a matter of minutes Link your website directly to the Shape platform Send contracts and documents securely with Shape's built-in eSignature Integrates with Encompass, Point, Lending QB and most 3rd party software providers

4 Without an intuitive, integrated customer relationship manager, your mortgage company is left to trail behind the trend, which in our humble opinion, is so beneath you. Ride the trend all the way to the cloud with Shape’s software for mortgage lenders. Article Resource - https://www.setshape.com/blog/is-your-mortgage-company- trending-or-trailinghttps://www.setshape.com/blog/is-your-mortgage-company- trending-or-trailing


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