Shape Software Blog

  With the recent rise of renewable energy, it’s not surprising that the solar business has quickly become one of the fastest growing industries in the US. More and more people are buying into the idea of clean, renewable energy, while also noticing the potential savings of going solar.  Exciting as this may be, solar companies of all sizes are at risk of being left behind in this supply and demand surge. Using Shape Software such as Shape Solar CRM to manage your clientele will always be necessary, but don’t disregard the first step of the process—generating leads. With a growing number of competitors in the solar industry, the ability to identify qualified leads and work them through your sales funnel has become more important than ever. In this post, we’ll probe into the solar industry and the importance of using lead generation marketing to acquire qualified leads, as well as how to choose the best lead generation service for your target audience. The Growing Solar Industr...

  From starting the loan origination to completing the loan request, the process for a loan can be messy, especially without proper organization. Loan officers know this well, which is why ICE Mortgage Technology created Encompass, a Loan Origination System (LOS) capable of integrating with CRM software such as Shape’s Mortgage CRM, to help organize the process of applying for a loan. What is a Loan Origination System (LOS)? A Loan Origination System (LOS) is a software used by loan officers to manage the steps of a mortgage loan transaction, starting with the origination of the loan. Once the origination is completed, a typical LOS will also handle the pricing, fulfillment, eligibility, and document management of the loan. In general, a LOS will work in a step-by-step basis, guiding both the lender and borrower through the complete loan process. What Is CRM Software? In case you are unfamiliar with the term, Customer Relationship Management (CRM) Software refers to a cloud-based ...

    In a competitive market like the mortgage industry, staying ahead of your competitors is vital for your success. Using CRM software such as Shape’s Mortgage CRM will definitely help, but it shouldn’t be the only tool at your disposal. As more and more companies realize how much money can be made through mortgages, gathering high quality leads has become an increasingly difficult task. In general, 61% of marketers consider lead generation their number one issue in marketing, according to a recent study. For this reason, hiring a mortgage specific lead generation agency is a popular trend in the industry, and something highly recommended. Lead Generation Statistics  Before we explore the benefits of outsourcing lead generation for your mortgage company, lets first look at some reasons why lead generation itself is crucial for any business. Only 18% of marketers believe outbound marketing methods produce quality leads  Outbound marketing has been on the decline ...