News, tips, and tricks for getting the most out of your mortgage CRM

Whiteboard President, Kevin Ducey, talks with Jeremy Katen from Cutco Knives about how increasing the quality of your closing gifts will result in repeat business.

Google “mortgage CRM software” and you’ll be bombarded with hundreds of results. Scrolling through them can make your eyes glaze over. So how do you choose?

We’re here to help. We researched mortgage-specific software across the web and found 6 of the very best solutions out there.

Solid leads are the lifeblood of the mortgage industry. Leads become prospects and prospects become closed deals. Managing the lifecycle of these leads is crucial. But how are you keeping track of this vital information? Jotting notes in a notebook? Maybe an intricate series of sticky notes? A bloated spreadsheet?  Luckily, there is software out there to help you with these tasks.

Top Producer Stephanie Johnston shares how replicating the perfect loan and never giving up on a lead through automation has this superstar primed to break the $100M mark in only her 7th year of production.

Top Producer Mike Garrett shares how putting the customer's needs first in every transaction has made him a top producer year in and year out.

Jeremy Drobeck has been in the real estate and mortgage business for nearly 20 years. He’s currently a mortgage consultant for Amerifirst where he’s forecasted to fund 240 units this year. Based on his average loan size, this is an impressive $30M. We talked with him about how he’s become successful in such a competitive industry. 

Industry expert Barry Habib, from MBS Highway, shares where the housing market is headed, the advantage you have as an Advisor, and the easiest way to cultivate referral sources.

When Lance Powell started in the industry, Back to the Future topped the movie charts, Miami Vice’s theme song somehow made it to #1, and average mortgage rates crept under 13%.  

In the 34 years since, Powell has climbed to Branch Manager and top producer for Ameritrust Home Mortgage working out of Mission Viejo, CA. Along the way, he developed his craft for providing a stellar customer experience—starting with a simple premise.

Drawing from over three decades of experience, Top Producer and Branch Manager Lance Powell, from Ameritrust Home Mortgage in Mission Viejo CA, shares his knowledge on how he creates 'wow' customer experiences.

With over 25 years in the same industry, Mark Zachary could be forgiven if he started feeling career burnout. But he’s not there yet. In fact, he’s managed to keep things fresh—some of it by design and some of it as a by-product of the business. 

“If you’ve been out of the mortgage business more than 3 or 4 years it’s like you’ve never been in it because it’s changed so much, says Zachary. “In reality, I’ve probably created a whole new career for myself because it’s always changing.”

Consistency. You likely won’t see this word mentioned in an article on the newest sales technique or the latest technology. It’s far from a buzzword—if anything it’s humdrum, even banal.

But consistency is how the best salespeople and organizations stay on top month after month, year after year. They are consistently successful because they do the right things over and over again.