How MyCRMDashboard Helps North Shore Bank Generate Leads & Stay Top of Mind: A Case Study
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How MyCRMDashboard Helps North Shore Bank Generate Leads & Stay Top of Mind: A Case Study

Mortgage CRMs offer a litany of benefits to lenders, especially those few designed specifically for the mortgage industry. Keeping in touch with past and current clients can be a challenge, but a good mortgage lead generation CRM also provides marketing automation to take that burden off the loan officers. Halo Programs ran a case study…

The Future of Automated Real Estate Marketing: MyLeadDashboard.com

The Future of Automated Real Estate Marketing: MyLeadDashboard.com

In the real estate industry, following up with clients and prospects is perhaps the most important part of maintaining sustainable growth. But if your goal is to capture as many real estate leads as you can, you need to generate prospects easily and follow up with all of them rapidly and extensively, even years after…

11 Frequently Asked Questions About Mortgage CRMs

11 Frequently Asked Questions About Mortgage CRMs

Customer Relationship Management (CRM) software has grown by leaps and bounds since its original conception in the late 1990s. Today, there are hundreds of CRMs on the market. Some are broad in scope, designed to be implemented into almost any industry. But many others are industry-specific and contain features that you can’t find in generic…

Kirk King to Speak at VMLA Annual and NE Mortgage Conferences 2018
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Kirk King to Speak at VMLA Annual and NE Mortgage Conferences 2018

We’re excited to participate in two wonderful events next month! The Virginia Mortgage Lenders Association Annual Convention takes place from September 20-21, 2018 at the Hilton Norfolk The Main in Norfolk, VA. The conference will cover pertinent topics that include discussion of best practices as well as latest approaches to today’s lending challenges. It’s a…

It’s Easier to Switch to a New Mortgage CRM Than You Think
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It’s Easier to Switch to a New Mortgage CRM Than You Think

There are plenty of mortgage CRM systems on the market. Almost all of them claim to be the best of the best, but most of them won’t live up to that title. If your organization went all-in on a system in the past but it isn’t meeting your expectations, it may be time to switch…

7 Ways to Generate Real Estate Leads You May Not Have Thought Of
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7 Ways to Generate Real Estate Leads You May Not Have Thought Of

Real estate professionals need to keep their lead pipeline flowing to reach their goals. When plenty of leads are coming in, it seems reasonable to generate real estate leads the same way you always have. But like any market, the real estate market fluctuates. It can be impacted by interest rates, the economy, government policy,…

7 Ways to Get Better HVAC Leads
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7 Ways to Get Better HVAC Leads

When you’re running an HVAC business, the more leads you can get, the better. Leads are the lifeblood of any contracting organization. But what about the quality of your leads? For example, if you’d prefer commercial contracts but most of the attention you’re getting is from homeowners, your strategy might need some adjusting. If you’ve…

Bank Marketing: Best Practices for Automation Through Your Mortgage CRM
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Bank Marketing: Best Practices for Automation Through Your Mortgage CRM

Financial, mortgage, and bank marketing are increasingly challenging in today’s demanding environment. The mortgage lending market, once the sole purview of banks, is rapidly being taken over by nonbank lenders and other nontraditional players. During 2016, the share of first-lien, owner-occupied purchase mortgages made by nonbank mortgage companies rose from 50% to 53%, according to…

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