Consider this your one-stop guide to (nearly) everything you need to know about mortgage CRM software and its myriad of benefits to your customers, your loan officers, and your bottom line. In the digital age, automated marketing has become a driving force of repeat business, and customer satisfaction is more important than ever. Choosing the right…
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…
If you’re in the market for a new mortgage CRM software, there are perhaps hundreds of options to choose from. To create a shortlist and eventually make a final decision, you’ll need a list of criteria to compare each CRM in an organized way. This article will help you identify which key features to look…
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…
Having a real estate CRM is like having an assistant to help you keep track of your clients, properties, and campaigns. These days, a CRM is an indispensable and necessary tool for any real estate business that wants to compete and stay efficient. But the CRM market is saturated. It can be confusing finding the…
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…
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,…
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…
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…
There’s something iconic about “Just Listed” and “Just Sold” yard signs. People who see them just can’t help but take a quick look at the homes behind them. But as a real estate marketing strategy, they aren’t very effective. A sign won’t reach very many people, so other strategies are necessary. Although most people today…
End of content
End of content
