Skip to main content

Generate More Loans With Less Effort: Shape Mortgage CRM + Arlo

 

 

At a Glance

Looking for a simpler, more streamlined way to build out your mortgage pipeline without breaking the bank? The new Shape + Arlo connection helps lenders attract, pre-qualify, and nurture only the best quality leads to conversion while maximizing the use of existing marketing budgets. 

Why You Need This Duo

Shape and Arlo working in tandem help busy lenders take the work out of attracting the best borrowers by leveraging the power of automation and smart AI. With Arlo, lenders can build high-converting, engaging marketing campaigns in under a minute that drive 11X more engagement and clicks, all while helping to pre-qualify only the best borrowers. 

From there, Shape’s powerful sweet of lead management and automation tools allow you to quickly connect with and nurture these leads to drive more conversions and boost your revenue by 27%. 

How it Works

The Shape Mortgage CRM + Arlo connection is simple to set up and will provide an instant boost to your mortgage pipeline on day 1:

  • Use Arlo to build and launch profitable ad campaigns that seamlessly sync incoming leads with your Shape CRM

  • Arlo helps credit qualify every lead instantly with name and address—allowing you to focus only on qualified prospects who will close

  • Use Shape’s Quickfire Connect to quickly contact new leads and begin nurturing the relationships

  • Send perfectly timed follow ups, build nurturing drip campaigns and more—freeing up valuable time and resources!

  • Increase lead efficiency by boosting pull-through rates and dropping total lead generation costs—proven to increase revenue by 27%

Better Leads, More Revenue

For a limited time, when you sign up for both Shape and Arlo together, you could earn up to $150 off.

*Valid to new customers of Shape Software and Arlo who sign up and connect their accounts by December 31, 2020.

 

Article Source:- https://setshape.com/blog/generate-more-loans-with-less-effort-shape-mortgage-crm-arlo

 

Comments

Post a Comment

Popular posts from this blog

Double Your Leads and Boost Closing Rates With Shape + leadPops

  In this new digital mortgage era, loan officers and mortgage teams are busier than ever before with new lead inquiries. Rates are low and more buyers are looking to purchase—this should be a   good   problem to have, but what happens when you don’t have a system in place that helps you keep up with demand and stay organized? Enter the   Shape CRM + leadPops seamless integration . With Shape + leadPops working in harmony, you can say goodbye to low-quality leads while  ensuring your teams have an end-to-end workflow in place that prevents any qualified lead from slipping through the cracks. Integration Benefits at a Glance Use leadPops to create dynamic and engaging lead funnels Automatically import high-quality leads directly into Shape CRM Use Shape’s relationship management tools to seamlessly nurture new leads Close more deals than ever before! Better leads. More deals. With the Shape + leadPops integration you can build engaging lead funnels that send pros...
Post a Comment
Read more

Shape Software Portal – The Ultimate Mortgage POS/CRM Automation Workflow!

  Loan officers and mortgage teams looking to simplify and supercharge their end-to-end workflows have a new combo in their toolkit— Shape Software now offers a digital Point of Sale (POS) and mortgage automation solution. With the Shape Customer Portal, loan originators can automate their mortgage processes and manage their lead & customer database while offering a secure document management system directly within Shape to maintain all important borrower documentation and correspondence in a single location.  Get Started Benefits of Shape’s Customer Portal Create new leads from loan applications Get online 1003 applications Provide a secure customer portal to borrowers Synchronize uploaded documentation View all communication Trigger Shape notifications when loan milestones are reached No more tabbing between systems, no more manual data entry and exporting - the Shape Portal is going to be a game changer for not just your clients but your lending teams, too!  Ready...
Post a Comment
Read more

Can Marketing Automation Heal the Mortgage Crisis?

The mortgage industry has been floundering for the past few years. Skittish from the housing crisis of the early 2000’s, banks have decreased the number of loans they give away. Now they’re trying to bounce back. As a result they’ve had to resort to tactics like lower down payment requirements and more flexible credit score considerations to get new customers through the door.  Increase customer satisfaction and streamline procedures with Shape Mortgage Software By decreasing the barriers for entry and streamlining everyday business offerings, companies can provide a level of service that exceeds expectations. These methods speak to a new wave of marketing methodology that has popped up across all industries. By decreasing the barriers for entry and streamlining everyday business offerings, companies can provide a level of service that exceeds expectations. In fact, an average of 51% of companies have begun to implement strategies like marketing automation to achiev...
Post a Comment
Read more