top mortgage crm
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 […]
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 […]
What Features Do You Need from A CRM to Make Your Mortgage Agency Successful?
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 […]
What Makes a Mortgage Customer Resource Management Software Different from a General CRM?
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 […]