Skip to main content

Adapt, Attract, Convert – Shape’s Mortgage POS

 

Loan officers and mortgage teams looking to simplify and supercharge their end-to-end workflows in this new digital mortgage era have a powerful combo in their toolkit—Shape Software (CRM) with it’s digital Point of Sale (POS)!

shape-floify-crm-portal.png

The same great portal used and loved by thousands of users in our other verticals, now available in mortgage!

Now, more than ever, lending teams need adaptive and efficient tech that improves their workflow and simplifies the day-to-day admin. Borrowers are wading through historic changes in both the economy and market, and you need tools that can help you nurture prospects on the fence and keep relationships going with existing clients. 

Shape CRM + Customer Portal does this and so much more. 

With this powerful combo in your tech stack you can eliminate countless other costly software tools and instead rely on an industry leader to simplify your origination and mortgage processes in this new landscape where speed and building relationships is key!

ShapeCRM-Mortgage-POS.png

Meet Your New Workflow…

With the Shape Software Customer Portal addition, you’ll get access to the ultimate mortgage POS and CRM automation workflow all in one solution. Using this best-in-class combo, loan originators can now seamlessly offer a secure document management system directly within Shape to maintain all important borrower documentation and correspondence in a single location.

No more tabbing between systems, no more manual data entry and exporting—just a simple, compliant, and easy process every single time. In a world where everyday seems unpredictable, rely on Shape to consistently deliver an amazing experience for you and your clients.

Other Benefits Include:

  • Secure Customer Portal

  • Document Hub

  • File Request and Task Management

  •  Milestone and Status Updates

  • Marketing Automation Tools

  • Appointment Manager

  • In-App Chat and Instant Messaging 

  • Click-to-Call Dialing 

  • Text Messaging 

  • Task Scheduling, Automation and Activity Logs

  • Analytic Reporting

  • Customizations and API

  • E-signature 

     

    Article Source:- https://setshape.com/blog/adapt-attract-convert-with-shape-floify

Labels:

Comments

Post a Comment

Popular posts from this blog

5 Ways New Law Firms Can Benefit from a CRM

  Whether you’re venturing off from partners or fresh out of law school, every new law firm needs the same   two   tools to compete in today’s market:   the right software and the right processes .  For every bar complaint made by clients about lack of communication from their attorney, there is a firm creating a seamless and high-touch experience without doing any heavy lifting.  Which one would you rather be? Why Process Matters  Ever misplaced a client’s information in a pile of paperwork on your desk? Forgot to follow up after you sent out an intake form? These are everyday mistakes we all make as busy attorneys. The problem is that without proper data and workflow management (AKA “process”), we leave ourselves exposed to hiccups that can cause major disruptions to our business (AKA cash flow).  Process  is much more than how you think a new DUI client or probate case: it’s documenting and implementing it in a way that becomes easily repe...
Post a Comment
Read more

Top Reasons to choose a CRM solution for Law Firms

CRM (customer relationship management) is best tool for managing business development, marketing, accounting and building relationships with the customers. When people are using CRM for law firms , the CRM will help in maintaining a better relationship with the customers, increase engagement, and create and send documents for signing automatically. CRM software is the best and safest place to store customer contacts and other personal information. Lawyers and law firms can easily save their customer information and other operational functions in one easily accessible, digital place. It is more important to choose a CRM that is perfect for your law firm. Sometimes people think CRM software is only for largest firms, but it is not true. Every law firms can use this software whatever the firm’s size is. Before choosing a CRM Software Company, you need to check their reputation and check past client’s reviews. These things will help you to choose the perfect company. Here are top fi...
Post a Comment
Read more

Shape Legal Named Top CRM by The Lawyerist

  It’s no secret that there are   dozens of tools out there   to make law firms more efficient and improve the client process. From intake to scheduling to practice and case management, you may find your firm racking up an incredible amount of monthly fees with all the software required to get the job done. Luckily, the legal software experts over at  Lawyerist  agree that “It’s a good match for nearly any sized law firm including solo practitioners” to run their entire practice on. Read the full review of Shape Software on Lawyerist Managing the ins and outs of every prospect and client can be a delicate juggle for any sized firm, even the most experienced. With some cases requiring multiple check ins, documents, and updates, it can be a full time job just keeping your clients in the loop. The Lawyerist team suggests firms adopt Shape’s “ project management tools [to] help you centralize prospective clients and manage existing accounts and contacts ,” and that ...
Post a Comment
Read more