Adapt, Attract, Convert – Shape’s Mortgage POS - PowerPoint PPT Presentation

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Adapt, Attract, Convert – Shape’s Mortgage POS

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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)! – PowerPoint PPT presentation

Number of Views:24
Date added: 26 August 2020
Slides: 5
Provided by: setshape
Category: Other

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Title: Adapt, Attract, Convert – Shape’s Mortgage POS


1
Adapt, Attract, Convert Shapes 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 toolkitShape Software
    (CRM) with its digital Point of Sale (POS)!

The same great portal used and loved by thousands
of users in our other verticals, now available in
mortgage!
2
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!
3
  • Meet Your New Workflow
  • With the Shape Software Customer Portal addition,
    youll 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 exportingjust 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 

4
  • Text Messaging 
  • Task Scheduling, Automation and Activity Logs
  • Analytic Reporting
  • Customizations and API
  • E-signature
  • Article Source- https//setshape.com/blog/adapt-a
    ttract-convert-with-shape-floify
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