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Why A CRM Is So Important for Mortgage Companies Working Remotely
Published on: June 24, 2020
Read more about Why A CRM Is So Important for Mortgage Companies Working RemotelyCustomer 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 […]
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What Features Do You Need from A CRM to Make Your Mortgage Agency Successful?
Published on: April 29, 2020
Read more about What Features Do You Need from A CRM to Make Your Mortgage Agency Successful?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 […]
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What Makes a Mortgage Customer Resource Management Software Different from a General CRM?
Published on: January 21, 2020
Read more about What Makes a Mortgage Customer Resource Management Software Different from a General CRM?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 […]
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7 Major Benefits of CRM Calling Software for Mortgage and Loan Officers
Published on: January 1, 2020
Read more about 7 Major Benefits of CRM Calling Software for Mortgage and Loan OfficersWhen it comes to closing new mortgages and loans, the telephone is one of the most important tools of the trade. But legacy calling systems and outdated software and hardware can significantly hamper your officers’ ability to effectively and efficiently handle their daily calling tasks, hurting their close rates and your organization’s overall profitability. Luckily, […]
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Essential Features to Look for When Choosing a Mortgage Loan CRM
Published on: November 26, 2019
Read more about Essential Features to Look for When Choosing a Mortgage Loan CRMCustomer 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 […]
