Mortgage Mom Radio: How mortgage vet Debbie Marcoux branded herself & thrived

Posted on August 7, 2019

The business of home ownership is in Debbie Marcoux’s blood. As a teenager she worked for her real estate agent parents, answering phones and handing out flyers. When she was 17, she passed the real estate exam in California, but by law, had to wait until she was 18 before the state would issue her a license.

By 2001, she had her first child, and wanting more family-conducive hours, pivoted from selling houses to selling mortgages, again following in the footsteps of her parents who had made the switch. Though it wasn’t a big stretch to go from homes to mortgages, she still had a lot to learn.

“You fumble around for a little while until you figure out what you’re doing, what your strategy is, and where you want to go,” Marcoux says. 

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Topics: Producer Spotlight

Mortgage Lenders predict higher profit margins as rates drop and demand surges

Posted on June 28, 2019

So far 2019 has proven to be a mortgage revival as both lenders and consumers are reaping the rewards of favorable economic conditions. US mortgage rates have dropped to near historic lows pushing up loan demand. And lenders’ profit margin outlook is positive—the first time in almost three years.

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Topics: Industry News

"Priorities, my friend": How this Top Producer and mother of four funds $80M, tackles work-life balance, and takes Fridays off

Posted on June 20, 2019

Heather Bomar has always been passionate about relationships. Part of her 2007 vision statement included wanting to relieve the burden of the loan process from her partners and putting it “reliably” on her shoulders. Doing this would inspire confidence in her team and make her partners look like rock stars in the eyes of their customers.

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Topics: Producer Spotlight

How To Determine Which Mortgage CRM is Right For You

Posted on March 20, 2019

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.

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How We Increased Our Mortgage Loan Volume Without Sacrificing Service (Case Study)

Posted on February 5, 2019

You can ramp up your mortgage loan volume without sacrificing productivity or customer service. It happened at Great Western Financial Services in Colin County, Texas, where Tristan Sherrill is the branch manager.

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What to Look For in CRM Software for Mortgage Brokers

Posted on January 31, 2019

You may be the greatest mortgage professional the world has ever seen; but, if you’re managing customer relationships in a spreadsheet; or, you’re using a general purpose customer relationship management platform as nothing more than a glorified contact management database, you’re probably also the industry’s best-kept secret. Which might be great if you’re trying to keep your secret sauce under wraps, but not exactly ideal when it comes to growing a business.

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How the Best Mortgage CRM Software Makes for Happier Borrowers

Posted on January 30, 2019

Are you using the best mortgage CRM software for your business? Hint: If your customers aren’t happy, your CRM is letting you down.

When you have the right mortgage CRM software in place, it supports positive long-term client and partner relationships. It ensures every customer service interaction is smooth and efficient. It handles all your contact management seamlessly, setting you up for deal after deal.

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Tracking Mortgage Leads: Spreadsheet vs. General CRM vs. Mortgage CRM

Posted on January 29, 2019

Mortgage leads are the bread and butter of the home loan industry and most offices depend on some sort of system to track them. But are spreadsheets robust enough to manage this important function, or is CRM software a must? Is a mortgage CRM preferable to a general CRM?

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What is Mortgage CRM Software?

Posted on January 28, 2019

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.

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The Differences Between Loan Origination Software & A Mortgage CRM

Posted on January 28, 2019

We're finding that some lenders make the mistake of using their loan origination software (“LOS”) as their customer relationship management (“CRM”) platform. And they’re missing out on potentially valuable business opportunities as a result.

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