Shape Software Blog

  Welcome back to “ Building Up Better ,” Shape’s blog series aimed to help brokers build up stronger, more profitable businesses in 2021 by harnessing the power of technology. In this post, we’ll dive deeper into everyone’s favorite topic: money . The last 12+ months have been a wild ride for brokers everywhere, but not every lender has optimized their workflow or tech stack to capitalize on the historic influx of new and refinancing borrowers.   If you haven’t taken the plunge and invested in a CRM to make your lending workflow more efficient, lower your processing costs, or increase your team’s productivity, you’re not too late.  And even if you’ve already got a system in place but are hesitant to fine-tune it because it may require some upfront time investment, please read on, too, because we guarantee there’s a better way. Let’s dive into the three ways a CRM can help you make more money for your mortgage business in 2021.  Benefit 1: Attract More (and better) ...

    Welcome back to “ Building Up Better ,” Shape’s blog series aimed to help brokers build up stronger, more profitable businesses in 2021 by harnessing the power of technology.  In our last post, we quantified how technology automation can save brokers tons of time, drive more revenue, and help create more efficient workflows. Today we’re going to dive deeper into an area many brokers struggle with: getting your LOS and CRM to integrate with one another .   For firms large and small, the benefits of a seamless LOS integration can be huge : not only can your teams drastically reduce hours per week on manual data entry between multiple systems, but proper syncing between systems keeps your data organized and helps you drive more efficient sales. Let’s take a closer look… Benefit 1: CRM + LOS Syncing Reduces Time Spent on Manual Data Entry  We’ve discussed this in our previous posts, but the pitfalls of manual data entry only grow exponentially as your team ...