Mortgages
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Mortgage Broker Sales Process – Lead Management and Sales in 2022
Published on: October 20, 2021
Read more about Mortgage Broker Sales Process – Lead Management and Sales in 2022The mortgage sales process is a lot of work, finding and serving clients can take a lot of time. Ask any broker with years of experience, and they’ll be able to recount how frustrating it is to put in that time and work only to find out that a prospect isn’t actually ready to apply […]
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Top 5 Must-Have CRM Features for Successful Mortgage Companies
Published on: July 1, 2020
Read more about Top 5 Must-Have CRM Features for Successful Mortgage CompaniesCustomer 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 […]
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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 […]
