mortgage broker crm
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Basics of Mortgage CRM for Brokers and Lenders
Published on: December 29, 2021
Read more about Basics of Mortgage CRM for Brokers and LendersCustomer resource management has seen wide scale adoption in effectively all industries thanks to its ability to enhance the sales process while saving organizations time and money. Mortgage CRMs have become increasingly popular with both lenders and mortgage brokers looking for ways to compete better and stand out from the crowd. They’re particularly valuable in […]
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What is CRM, and How Can Mortgage Brokers Benefit from It?
Published on: April 19, 2021
Read more about What is CRM, and How Can Mortgage Brokers Benefit from It?Mortgage customer relationship management (CRM) software is designed to help mortgage professionals run their front-end operations more efficiently and effectively. It uses the principles of CRM to make acquiring and, more importantly, retaining customers both easier and more cost-effective, resulting in higher profits and fewer headaches. At the highest level, CRM itself is a concept […]
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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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Top 5 Must-Have CRM Features for Successful Mortgage Companies
Published on: July 1, 2020
Read more about Top 5 Must-Have CRM Features for Successful Mortgage CompaniesCustomer 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
Published on: June 24, 2020
Read more about Why A CRM Is So Important for Mortgage Companies Working RemotelyCustomer 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 […]
