Free webinar

The Automated Broker: mapping your client journey from lead to renewal

A live session for US mortgage brokers and loan officers, hosted by Shape CRM and Jupiter.

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Date

September 10

Time

2pm EST / 11am PST

Where

Online

About this session

The brokers pulling ahead aren't working harder — they've automated the busywork between every stage of the client journey. From the moment a lead comes in to years after a loan closes, there's a system running in the background so nothing slips through the cracks. Join Shape CRM and Jupiter to see exactly how it's done, stage by stage.

Never lose a lead

Stay top of mind, automatically

Follow-up cadences, pipeline triggers and renewal reminders that keep you top of mind.

Chase less, close more

Keep every loan moving

Document collection, e-signing, MCR reporting and status updates that keep clients and your team in sync.

the full client journey

Lead to renewal, mapped

A full map of the client journey from lead to renewal, and where to plug automation in.

Get Started

Putting it into practice

How to set this up in your own business, and what's next for the Shape CRM and Jupiter partnership.

Who does what, stage by stage

Two systems, one journey. Shape CRM keeps the relationship warm; Jupiter moves the loan.

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Registration is free. Can't make it live? Register anyway and we'll send you the recording.

Featured speakers

Shape CRM

Dani Dunn

Project Manager

Jupiter

Joe Tomkins

Director of User Development & Enablement

Jupiter

Nolan Sontag

Product Lead

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