Overview
Shape is a highly customizable CRM designed to serve multiple industries, including Mortgage, Insurance, Debt Settlement, Solar, and more. By tailoring Shape to your industry’s unique workflows, you can increase efficiency, improve client management, and drive business growth.
🏡 1. Optimizing Shape for Mortgage
Key Features & Customization:
✔️ Lead Management & Distribution – Assign leads based on loan type, location, or loan officer availability.
✔️ Pre-Built Mortgage Workflows – Automate loan status updates, pre-qualification follow-ups, and closing reminders.
✔️ Mortgage-Specific Integrations – Sync Shape with Encompass, credit bureaus, and POS systems for streamlined loan processing.
✔️ Drip Campaigns & Automated Follow-Ups – Keep borrowers engaged through timely email & SMS sequences.
📌 Pro Tip: Use ShapeIQ’s AI-powered lead scoring to prioritize high-quality borrowers and improve conversion rates.
📑 2. Optimizing Shape for Insurance
Key Features & Customization:
✔️ Policy Tracking & Renewals – Set up automated reminders for upcoming policy renewals and expirations.
✔️ Quote & Policy Management – Use custom fields to store client policies, coverage details, and premium rates.
✔️ Lead Nurturing & Engagement – Automate email/SMS campaigns for prospect outreach and client retention.
✔️ Claims & Support Ticketing – Centralize customer support requests with Zendesk or integrated help desk tools.
📌 Pro Tip: Shape’s commission tracking helps insurance agencies monitor agent payouts efficiently.
💰 3. Optimizing Shape for Debt Settlement
Key Features & Customization:
✔️ Debt Consolidation Workflow – Automate intake, documentation, and settlement tracking.
✔️ Payment Schedules & Reminders – Set up automated payment reminders to reduce delinquency rates.
✔️ Custom Client Portals – Provide self-service access for clients to upload financial documents securely.
✔️ Regulatory Compliance Management – Maintain compliance with TCPA, FDCPA, and state regulations.
📌 Pro Tip: Use Shape’s reporting tools to analyze settlement success rates and agent performance.
🔆 4. Optimizing Shape for Solar & Other Industries
Key Features & Customization:
✔️ Project Pipeline Management – Track solar installations, inspections, and financing approvals.
✔️ Sales & Proposal Automation – Generate instant solar quotes and integrate financing options.
✔️ Customer Communication & Service – Automate follow-ups for installations, rebates, and referrals.
✔️ Contract & Document Storage – Keep essential permits, approvals, and agreements in one place.
📌 Pro Tip: Industry-specific integrations (e.g., financing platforms for solar) help streamline processes.
🚀 Get the Most Out of Shape for Your Industry!
By customizing Shape’s workflows, automations, and integrations, you can maximize efficiency and drive better results across Mortgage, Insurance, Debt, Solar, and beyond.
📅 Need industry-specific setup help? Contact Shape Support for assistance!
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