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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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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 […]
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What Features Do You Need from A CRM to Make Your Mortgage Agency Successful?
Published on: April 29, 2020
Read more about What Features Do You Need from A CRM to Make Your Mortgage Agency Successful?The primary drivers of a successful mortgage agency are an unmatched knowledge of your products, an unwavering commitment to getting the best deals possible for your clients, and strong relationships within the industry. But just getting clients in the door can be challenging, especially when consumers now have more options than ever for dealing directly […]
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5 Benefits That Your Business Will Get from a Real Estate CRM
Published on: April 17, 2020
Read more about 5 Benefits That Your Business Will Get from a Real Estate CRM1. Centralize all Your Communications with a Real Estate CRM One of the most critical parts of a real estate business is communication. Moreover, it also one of the most complex parts of the business. For this reason, it requires a lot of time and effort for your team to make sure that everything is […]
