mortgage 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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Mortgage Broker Sales Process – Lead Management and Sales in 2022
Published on: October 20, 2021
Read more about Mortgage Broker Sales Process – Lead Management and Sales in 2022The mortgage sales process is a lot of work, finding and serving clients can take a lot of time. Ask any broker with years of experience, and they’ll be able to recount how frustrating it is to put in that time and work only to find out that a prospect isn’t actually ready to apply […]
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Mortgage Sales Techniques and Tips
Published on: June 30, 2021
Read more about Mortgage Sales Techniques and TipsThe real estate market in both the U.S. and Canada is as hot as it’s ever been, thanks to extremely low interest rates and even lower inventory levels, and more and more buyers are trying to enter the market before it’s too late. With surging demand comes an opportunity for brokers, but with so many […]
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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 […]
