Mortgage
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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 […]
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What is the Best CRM For Loan Officers?
Published on: November 4, 2019
Read more about What is the Best CRM For Loan Officers?Customer resource management technology is revolutionizing the way professionals in almost all industries handle their customer-facing and administrative tasks. As a loan officer, there is a good chance that the brokers you speak to regularly are already using a CRM, and you stand to benefit from using one as well. The following are just a […]
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Mortgage Broker Sales Techniques – How to Improve Your Sales Techniques and Close More Deals
Published on: October 4, 2019
Read more about Mortgage Broker Sales Techniques – How to Improve Your Sales Techniques and Close More DealsSelling 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 […]
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The Ideal Mortgage Broker Sales Process and How Customer Resource Management Can Help
Published on: September 27, 2019
Read more about The Ideal Mortgage Broker Sales Process and How Customer Resource Management Can HelpThe 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 […]
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CRMDialer: The Mortgage Broker’s Best Friend
Published on: May 22, 2019
Read more about CRMDialer: The Mortgage Broker’s Best FriendThere 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 […]
