Brokers
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What Software Do Mortgage Brokers Use? The Top 3 Tools Available to Brokers Today
Published on: October 26, 2020
Read more about What Software Do Mortgage Brokers Use? The Top 3 Tools Available to Brokers TodayThe modern mortgage brokerage is as wired-up and connected as any tech business, and the leveraging of new tools is one of the primary ways brokers can gain a competitive advantage in an extremely competitive industry. There are a wide variety of software tools that can be of use to brokers, and while some are […]
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Amazing CRM Software for Insurance Brokers Needing Client Management
Published on: November 14, 2019
Read more about Amazing CRM Software for Insurance Brokers Needing Client ManagementInsurance brokers face a unique challenge – they work in the best interests of the client, but clients and prospects often have a built-in mistrust of the insurance industry as a whole, meaning building a strong relationship isn’t always easy. That makes it more important than ever for brokerages to gain a competitive advantage by […]
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The Ideal Mortgage Broker Sales Process and How Customer Resource Management Can Help
Published on: September 27, 2019
Read more about The Ideal Mortgage Broker Sales Process and How Customer Resource Management Can HelpThe sales process in a brokerage is unique, in that you’re essentially selling prospects a beneficial service at no cost to them. But, at the same time, it’s also essentially identical to the sales process in every other industry. Brokers need to find leads, qualify them, make contact and sell the service while handling prospect […]
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The 3 Reasons Mortgage Brokers Need A CRM
Published on: March 21, 2019
Read more about The 3 Reasons Mortgage Brokers Need A CRMMortgage brokers offer consumers and commercial clients an alternative to walking into a bank to secure a mortgage on their own. They’re experts in negotiating with banks, and they work on behalf of their clients – not the lenders – to try and secure the best deals possible. But in order to build a successful […]
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What Is The Best Insurance Sales CRM Software For Brokers?
Published on: October 12, 2018
Read more about What Is The Best Insurance Sales CRM Software For Brokers?As an insurance broker, you need to have powerful tools right at your fingertips to move prospects through the pipeline, keep track of leads and contacts, and sign deals from anywhere with ease and convenience. Even more, the right CRM delivers a single solution that gives call-center representatives, brokers and agents access to customer details […]
