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

Many 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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How to up your social media game using your CRM

Posted on August 1, 2018

From Facebook to Twitter, Instagram to YouTube, Pinterest and beyond, if there’s content to share, there’s a platform designed specifically with it in mind.

And you know what they say – if you build it, they will come. People all over the world turn to social media for updates on friends and family, breaking news, and posts from various businesses about their product or service.

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CRM the right way—providing great customer service from contact to close (and beyond)

Posted on August 1, 2018

You’ve heard that establishing solid relationships with your clients and referral partners is essential to your success, but have you taken the actions necessary to make it so? Sure, providing an elite level of service is the first step in crafting a business with a strong reputation, but that’s not all there is to it. 

We live in the age of technology. The sheer number of tools at our fingertips is unprecedented. And while there are multiple ways to market your business and improve your relationships with customers, there’s a tool specifically designed to do just that – the CRM (Customer Relationship Management system). 

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