• Essential Features to Look for When Choosing a Mortgage Loan CRM

    Mortgage Loan CRM

    Customer resource management platforms are becoming a must-have for mortgage professionals, as brokers have come to realize just how much value they can get out of these highly versatile tools. But when you hit the market in search of a CRM for your brokerage, how do you choose which one is right from a sea […]

    Read more
  • What is the Best CRM For Loan Officers?

    Loan Officer

    Customer resource management technology is revolutionizing the way professionals in almost all industries handle their customer-facing and administrative tasks. As a loan officer, there is a good chance that the brokers you speak to regularly are already using a CRM, and you stand to benefit from using one as well. The following are just a […]

    Read more
  • Mortgage Broker Sales Techniques – How to Improve Your Sales Techniques and Close More Deals

    Mortgage Broker Sales Techniques

    Selling mortgage brokerage services should be easy. There really isn’t any reason anyone should ever deal directly with a bank or lender when they could be engaging an expert broker to do it on their behalf. Despite that, many brokers struggle with the sales process, and prospects that should easily be converted to clients end […]

    Read more
  • The Ideal Mortgage Broker Sales Process and How Customer Resource Management Can Help

    Mortgage Broker Sales

    The 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 […]

    Read more
  • CRMDialer: The Mortgage Broker’s Best Friend

    Mortgage

    There are few purchases made in life more important or emotional for people tying a home. And for first-time homeowners, this is certainly true. Mortgage brokers, listen… It’s a milestone. A moment when hard-earned savings are invested, lives are merged, and families are created. As a mortgage broker, the role you play in guiding clients […]

    Read more

Check out CRMDialer

CRMDialer is an easy to use CRM that helps businesses save time and increase their profit by combining Phone, Email, SMS and more into a single system.

Find out more

Follow me on Twitter

Categories

Want to learn more?

Get a 1:1 personalized demo today!


Schedule A Demo