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…
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…
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…
Mortgage companies that are staffed by top-producing loan officers can maintain consistent growth and position themselves for the future. But across the mortgage industry, recruiting and retaining loan officers is still one of the biggest challenges for lenders. Conversations about retaining top talent often veer into topics like compensation and benefits packages. But surprisingly, the…
Every day, real estate agents must balance an enormous number of tasks and obligations to stay productive. Technology is supposed to help you stay organized, maximize your sales capability, and streamline your communications. A real estate CRM is an ideal tool for achieving these goals, but not every real estate CRM helps busy agents become…
Story As Published in the Mortgage Bankers Association MBA Insights By Kirk King, President of Halo Programs, Inc. Loan officers’ jobs demand a blend of sales, communications, analytical and time management skills. It can be a pressure cooker of stress from realtors, buyers, and attorneys… plus deadlines, quotas, missed opportunities and long work hours. That…
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