How one independent mortgage company used shape +

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How One Independent Mortgage Company Used Shape
leadPops to Build a Steady Pipeline of Deals

• For Megan Weil, a Marketing Manager of the
  independent Equity Home Mortgage in Tampa,
  ensuring her team can take advantage of the
  historic influx of buyers, and refinancers all
  came down to workflow. With so many new leads
  coming into her firms pipeline every week, it
  was critical to have a technology that could help
  keep everyone on her team organized and efficient
  without compromising client satisfaction.
• Learn how Shape leadPops is helping Megans
  team drive consistent results even in an
  unpredictable market.
• New Year, More Volatility
• Many thought that the wild ride of 2020 was well
  in the rearview mirror, but according to most
  lenders, the first quarter of 2021 has been just
  as challenging as ever.

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The market now is crazy...but good. Theres a
lot of volatility with fluctuating rates, and so
far, its been a learning experience to
understand what interest rates are capable of in
such a short amount of time, says Megan.  Due
to this unpredictability, Equitys leadership
team looked at every way possible to educate and
prepare borrowers for the challenges they may
face ahead. The technology at their disposal with
Shape leadPops is doing a great job to
help.  The market is scarce, and buyers dont
realize that theyre going to get into a bidding
war, says Megan. We want our borrowers to be
prepared and ready to take the plunge. So, were
going to help them make the best decision for
their situations. Transparency, transparency,
transparency is our motto.  Keeping Borrowers
Connected Equity is building a loyal customer
base that helps them drive referrals and repeat
business by ensuring borrowers leave the
experience wiser. How do they do it? The power of
their connected tech stack. Megan is a fan of
how Shape leadPops work seamlessly to help her
team jump right into new lead inquiries with
automated tools. Still, she particularly loves
the drip campaigns that help raise the water
level on borrowers knowledge.   
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Speed to lead and nurture are key for us. Our
refinance customers, for example, tend to be less
informed about the process upfront and get more
intimidated, so the more time that goes by, the
less likely they end up being engaged. With
Shape leadPops, we contact them quickly and
can educate them, and that works to convert
instead of them falling out the back end due to
cold feet. From a borrowers perspective, they
dont always know how rates are sourced and come
in almost defensive. So, if you call them at odd
hours, they can get a bad impression. Instead,
with Shape, you can create more consistency and
professionalism with your approach.  Megan says
that the Equity team loves how they can tailor
drip campaigns to send at any cadence and
schedule, which gives their team a way to express
their personality and reassure clients (while
offloading manual outreach when they prefer
to). Keeping Things Efficient Borrower
knowledge is only one part of the equation, but
many lenders struggle to keep up with demand. New
leads may pour in, but Equity didnt want any
potential borrowers to slip through the cracks,
so they leveraged Shape leadPops to create a
powerhouse workflow that helped them close more
deals than ever before. 
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leadPops helps with our tracking and storing
all our campaign metrics all in one place, so
were able to synthesize our various platforms
into one central location, which Megan says
helps her be more effective with her marketing
strategy and save time.   leadPops is crucial
to all our demand campaigns, helping us in
sourcing the right clients and finding
opportunities. Shape is great for keeping us
organized and understanding where clients are in
the lending process. These tools are our
backbone, and because Shape integrates with so
many other tools like LendingPad, we can kick
over all the client info seamlessly to remove the
stress from our process. Clients love the
experience, she notes. With her incoming lead
flow sorted out, Megan says the team really gets
into gear with the help of Shape and
leadPops.  Once leads come in and are populated
in Shape, they get assigned to the right loan
officer, and then we can kick off the right email
drip nurture campaign for the lead. Shape does a
great job with lead distribution. I can break
down leads by state or campaign, create round
robin leads to specific LOs, send my VA and
construction loan expert borrowers, and more. It
makes everything so much easier.
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Working together to help you close more
deals With Shape leadPops working in harmony,
lenders get more control over and build more
efficient workflows without losing the personal
connection that their clients love.  Were a
small local business and veteran-owned. As a
close-knit community, we want to feel more like a
friend that youd refer and come back to that
were always easy to get a hold of, she says of
Equity. With Shape leadPops in her corner,
theyve done that and a whole lot more.  Were
closing the most loans we ever have! Article
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ndent-mortgage-company-used-shape-leadpops-to-buil
d-a-steady-pipeline-of-deals