Published on: January 21, 2020
Customer resource management software is 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 advanced CRM tools to help them work smarter and […]
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 […]
Published on: October 4, 2019
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 […]
Published on: September 27, 2019
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 […]
Published on: May 22, 2019
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 […]
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