Published on: January 1, 2020
When it comes to closing new mortgages and loans, the telephone is one of the most important tools of the trade. But legacy calling systems and outdated software and hardware can significantly hamper your officers’ ability to effectively and efficiently handle their daily calling tasks, hurting their close rates and your organization’s overall profitability. Luckily, […]
Published on: December 18, 2019
When it comes to sales in almost any industry, including the mortgage industry, it’s all about the leads. A constant flow of high-quality leads is the first step in successfully closing as many deals as possible. Continually warming those leads through each step of the process is equally important, and that means not only finding […]
Published on: November 26, 2019
Customer resource management platforms are becoming a must-have for mortgage professionals, as brokers have come to realize just how much value they can get out of these highly versatile tools. But when you hit the market in search of a CRM for your brokerage, how do you choose which one is right from a sea […]
Published on: November 4, 2019
Customer resource management technology is revolutionizing the way professionals in almost all industries handle their customer-facing and administrative tasks. As a loan officer, there is a good chance that the brokers you speak to regularly are already using a CRM, and you stand to benefit from using one as well. The following are just a […]
Published on: October 4, 2019
Selling mortgage brokerage services should be easy. There really isn’t any reason anyone should ever deal directly with a bank or lender when they could be engaging an expert broker to do it on their behalf. Despite that, many brokers struggle with the sales process, and prospects that should easily be converted to clients end […]
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