Using CRM software can be a game-changer for your mortgage company, helping you provide better customer experiences and grow your business. But adopting this software can be a bit tricky. If you’re thinking about switching to a new CRM system or want to improve how you use your current one, we’ve got some tips to…
It’s impossible for any company to survive without consistent lead generation. Without a steady influx of new and qualified leads, then your mortgage lending business will be unable to grow. Thankfully, there’s an easy way to seamlessly, and autonomously, improve lead generation for your company. With a mortgage-specific CRM software, you’ll be able to use…
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…
Halo Programs’ MyCRMDashboard Mortgage CRM Presented with Two CRM Software Awards by Reputable Platform for Software Reviews. Halo Programs’ MyCRMDashboard Mortgage CRM software has recently been distinguished with two esteemed awards from FinancesOnline, a go-to platform for quality reviews on SaaS solutions. The cloud-based mortgage CRM earned their 2018 Great User Experience and 2018 Rising…
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…
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…
Personalized URLs, also known as PURLs, are a highly effective form of marketing for your mortgage business. When used with a state-of-the-art mortgage CRM, they can help you not only add a personalized touch to your campaigns, but also generate leads. What are PURLs? You may have heard that PURLs are great for increasing response rates, but…
If you hope to thrive in today’s mortgage industry, it’s absolutely essential that your mortgage CRM includes features that make your business more competitive by improving lead generation, capitalizing on client referrals, and focusing on client retention. Just what does CRM lead generation do for you? It helps you: Find more high-quality leads. Grow your…
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