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 […]
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 […]
Published on: April 29, 2020
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 […]
Published on: January 21, 2020
CRMs are quickly becoming ubiquitous across almost all sales-based industries, as companies realize the value of automating and enhancing as many of their prospecting and client management tasks as possible. The mortgage industry is now different, and plenty of brokers are now employing modern CRM’s to help them work smarter and deliver more value to […]
Published on: December 18, 2019
When it comes to sales in almost any industry, including the mortgage industry, it’s all about the leads. A constant flow of high-quality leads is the first step in successfully closing as many deals as possible. Continually warming those leads through each step of the process is equally important, and that means not only finding […]
Want to learn more?
Get a 1:1 personalized demo today!
Schedule A Demo