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The Ultimate Mortgage CRM Guide

If you receive a few hundred calls a day in your mortgage office with only a spreadsheet keeping your business afloat, it’s high time you invested in a reliable Mortgage Planner CRM.   Not only will a mortgage broker CRM help you manage and track leads, but it is also the best way to market your business…

The Ultimate Loan Officer CRM Guide

As a mortgage professional, the key to your success lies in establishing solid relationships with your clients and referral partners. Now, take a step back to assess if your method is indeed effective and efficient. With technology and innovative tools at your disposal, there’s no excuse to marketing your business and encouraging customer relationships. In…

Lead Management Software For Sales Teams

A Lead Management System Can Dramatically Boost Profits Depending on your specific industry, the average close rate for sales professionals ranges from 15 to 27 percent. Regardless of where you fall within this metric, your business always has room to grow. In other words, even if you’ve surpassed 27 percent, there’s no reason not to…

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