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

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.

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. 

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.

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.

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.

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.

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.

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.

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?