Posts tagged CRM
Benefits of Using a Customer Relationship Management (CRM) System
Benefits of Using a Customer Relationship Management (CRM) System

As an independent mortgage broker or loan officer, building and maintaining relationships is key to having a successful, long-term business. A CRM system can be your one-stop-shop for everything from tracking leads, to managing sales and engaging with your current and past clients.

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Growing Your Broker Shop, Business TipsGuest Userloan officer, mortgage broker, home buying, CRM, customer relationship management, borrower
Must-Have Tech Tools for Independent Mortgage Brokers
Must-Have Tech Tools for Independent Mortgage Brokers

Digital tools can help you gain ground in a time where efficiency and user experience mean more than ever. Let’s look at some of the tools available for independent mortgage brokers and loan officers, and how you can use them to grow your business.

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Growing Your Broker ShopJillian Putnammortgage broker, independent mortgage broker, LOS, loan origination software, CRM, POS, technology, wholesale lender, website design