• Top 5 Must-Have CRM Features for Successful Real Estate Agencies

    Real Estate CRM

    Shopping for a new customer resource management platform is an important task. Not only is it a significant investment, but it will also have a major impact on the success of your agency’s efforts to improve your sales process and service delivery. With that in mind, there are certain features that you should look for […]

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  • Top 5 Must-Have CRM Features for Successful Mortgage Companies

    Mortgage Broker Sales

    Customer resource management software is becoming ubiquitous across the mortgage industry, thanks to the benefits it provides in improving the sales process and strengthening client relationships. But with so many CRM platforms on the market today, how do you know which one is right for your brokerage? The following are five of the most important […]

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  • Why A CRM Is So Important for Mortgage Companies Working Remotely

    Why A CRM Is So Important for Mortgage Companies Working Remotely

    Customer resource management tools have seen widescale adoption across the mortgage industry thanks to the myriad benefits they offer covering everything from prospecting to sales to marketing, and beyond. But with so many companies moving brokers and agents onto partial or full-time work-from-home plans, CRM has a new roll to play – the glue that […]

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  • Why a CRM is so Important for Insurance Agencies Working Remotely

    Why a CRM is so Important for Insurance Agencies Working Remotely

    Insurance is a competitive industry that operates on razor-thin margins. As a result, agencies are constantly looking for new ways to improve efficiency and minimize costs. Insurance is also an industry that lends itself extremely well to work-from-home arrangements – a major money saver. As a result, many agencies are making the transition to partially […]

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  • Why a CRM is so Important for Real Estate Agencies Working Remotely

    Why a CRM is so Important for Real Estate Agencies Working Remotely

    With businesses across the country forced to either shut down or transition to full remote operations, a number of industries have been exposed to just how well-decentralized teams can actually function without the need for expensive office space or wasteful in-person meetings. Real estate is one industry that has operated semi-remotely for essentially its entire […]

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