Mortgage Sales Techniques and Tips
Published on: June 30, 2021
The 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 […]
What is CRM, and How Can Mortgage Brokers Benefit from It?
Published on: April 19, 2021
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 […]
What Does a Mortgage Broker Do?
Published on: January 13, 2021
A mortgage broker is a financial services professional that specializes in connecting commercial and residential real estate buyers with the best rates available from various lenders. Roughly 20% of mortgages go through a broker, a number that has been growing steadily over the years thanks to the unique benefits brokers offer to buyers. The benefits […]
Top 5 Must-Have CRM Features for Successful Mortgage Companies
Published on: July 1, 2020
Customer 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 […]
Why A CRM Is So Important for Mortgage Companies Working Remotely
Published on: June 24, 2020
Customer 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 […]