Efficient Shape CRM and Mortgage Automation Improves Workflow in New Digital Mortgage Era

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 software and mortgage CRM’s integration with digital Point of Sale (POS) and mortgage automation solution.

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.

With the powerful combo of Shape software and Floify in your tech stack, you can eliminate countless other costly software tools and instead rely on two industry leaders to simplify your origination and mortgage processes in this new landscape where speed and building relationships is key!

Meet Your New Workflow

With the Shape Software and Floify integration, you will get access to the ultimate mortgage POS and CRM automation workflow. Using this best-in-class combo, loan originators using Floify to automate their mortgage processes and Shape to manage their lead and customer database, can now seamlessly access Floify’s 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 exporting, just a simple, compliant, and easy process every single time. In a world where everyday seems unpredictable, rely on Shape + Floify to consistently deliver an amazing experience for you and your clients.

Other Benefits Include:

• Create new leads from Floify with a corresponding Floify loan flow.
• Synchronize uploaded documentation from Floify into a linked Shape contact record.
• View all communication with a contact from both Floify and Shape in Shape’s contact log.
• Trigger Shape notifications when a milestone is checked-off within a Floify loan flow.

Article Source – https://setshape.com/blog/adapt-attract-convert-with-shape-floify

Posted July 10, 2020 11:46

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