Shape Mortgage CRM is an innovative customer relationship management platform designed to help mortgage lenders manage their business operations. It is an all-in-one solution that helps lenders create, manage, and track their customer relationships. With Shape Mortgage CRM, lenders can automate marketing, sales, and customer service processes, as well as track leads, manage accounts, analyze customer data, and more. The platform is cloud-based and integrates with popular third-party applications, such as Salesforce, Microsoft Dynamics, and Google Analytics, to provide lenders with a comprehensive view of their customer relationships.
Key Features of Shape Mortgage CRM
Shape Mortgage CRM offers a wide range of features to help lenders manage their customer relationships. These include lead management, analytics and reporting, marketing automation, customer service tools, account management, and more. The platform also offers a wealth of integrations, making it easy for lenders to connect with their existing systems. Here are some of the key features of Shape Mortgage CRM:
- Lead management: Shape Mortgage CRM offers a powerful lead management system that helps lenders track and manage leads from initial contact to closing. The platform also provides detailed lead analytics and reporting to help lenders get an accurate picture of their leads’ progress.
- Analytics and reporting: Shape Mortgage CRM provides lenders with detailed insights into their customer relationships. The platform’s analytics and reporting tools enable lenders to track customer activity, analyze customer data, and gain an understanding of the effectiveness of their marketing efforts.
- Marketing automation: Shape Mortgage CRM’s marketing automation tools help lenders create, manage, and track automated marketing campaigns. The platform also offers lead scoring and nurturing capabilities to help lenders better target their campaigns.
- Customer service tools: Shape Mortgage CRM also provides lenders with a suite of customer service tools to help them provide better customer service. The platform features ticketing, live chat, and knowledge base capabilities, as well as a customer portal for customers to access their accounts.
- Account management: Shape Mortgage CRM enables lenders to easily manage their customer accounts. The platform features an intuitive account management interface that enables lenders to view customer data, manage documents, and more.
- Integrations: Shape Mortgage CRM integrates with a range of popular third-party applications, such as Salesforce, Microsoft Dynamics, and Google Analytics. This enables lenders to access a comprehensive view of their customer relationships.
Benefits of Using Shape Mortgage CRM
Shape Mortgage CRM provides lenders with a powerful, all-in-one solution to manage their customer relationships. The platform helps lenders automate their marketing, sales, and customer service processes, as well as track leads, manage accounts, and analyze customer data. The platform also offers a range of integrations to help lenders connect with their existing systems. Here are some of the key benefits of using Shape Mortgage CRM:
- Automation: Shape Mortgage CRM helps lenders automate their marketing, sales, and customer service processes. This enables lenders to save time and effort, as well as ensure that their processes are carried out consistently.
- Lead management: The platform’s lead management system helps lenders track and manage leads from initial contact to closing. The platform also provides detailed lead analytics and reporting to help lenders get an accurate picture of their leads’ progress.
- Analytics and reporting: Shape Mortgage CRM provides lenders with detailed insights into their customer relationships. The platform’s analytics and reporting tools enable lenders to track customer activity, analyze customer data, and gain an understanding of the effectiveness of their marketing efforts.
- Integrations: Shape Mortgage CRM integrates with a range of popular third-party applications, such as Salesforce, Microsoft Dynamics, and Google Analytics. This enables lenders to access a comprehensive view of their customer relationships.
- Affordability: Shape Mortgage CRM is an affordable platform that offers a range of pricing plans to suit any budget. The platform also offers a free trial, allowing lenders to test the platform before committing to a subscription.
- Customer support: Shape Mortgage CRM offers comprehensive customer support, including online tutorials, FAQs, and a help center. The platform also provides customer service tools, such as live chat and ticketing, to help lenders provide better customer service.
Conclusion
Shape Mortgage CRM is an innovative customer relationship management platform designed to help mortgage lenders manage their business operations. The platform offers a wide range of features to help lenders automate their marketing, sales, and customer service processes, as well as track leads, manage accounts, and analyze customer data. The platform also integrates with popular third-party applications, such as Salesforce, Microsoft Dynamics, and Google Analytics, to provide lenders with a comprehensive view of their customer relationships.
Shape Mortgage CRM is an affordable platform that offers a range of pricing plans to suit any budget. The platform also offers a free trial, allowing lenders to test the platform before committing to a subscription. In addition, Shape Mortgage CRM provides comprehensive customer support, including online tutorials, FAQs, and a help center.
Overall, Shape Mortgage CRM is an excellent customer relationship management platform for mortgage lenders. The platform provides lenders with an all-in-one solution to manage their customer relationships and automate their marketing, sales, and customer service processes.
