CRMs are now ubiquitous for businesses across all industries with up to 91% using a CRM to grow and maintain their operations. In 2023, there are hundreds of options on the market, from general purpose CRMs to those specifically designed to service almost any industry.
The mortgage industry is not for lazy performers. In fact, loan originators often work harder than anyone else to achieve their goals.
But to become successful in this industry, working harder isn’t always enough. It’s about working in the right direction.
Are you a loan officer or mortgage professional looking for a CRM specifically designed to help you close more loans? You have come to the right place. There is a plethora of CRM software on the
market today, many specific mortgage CRM solutions are designed with mortgage loan officers and brokers in mind.
Features Features Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer
Features Features Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated dialer
Why choose email marketing over direct mail?​ There are different ways to send promotional material to your business’s audience. You can use email marketing or direct mail marketing, for instance. Email marketing involves the use of promotional emails, whereas direct mail marketing involves the use of tangible and promotional direct mail. While both methods can benefit your business, email marketing is better than direct mail marketing for several reasons.
What makes the best mortgage website? The best mortgage websites all boil down to one question: which one helps you close more loans. We’ve tested everything from button colors, images, and calls-to-action, to wording and even the proper number of fields to answer this question. Others can argue what looks best or what they think will work until they’re blue in the face, but you can’t argue with data. We’ve tested hundreds of landing pages and websites, with tens of thousands of leads and our clients have closed billions of dollars of loans with our websites. And unless you want to replicate the same tests, this article discusses some of the things we’ve learned, and that come pre-built, with every Lead Engine website we offer.
The connection between Shape Software and Arive can be set up with a Zapier Premium account to allow loan files to be sent from Arive
In this article, we asked 5 of the top experts in the real estate and mortgage industry the following three questions and this article is the result! The most important consideration today in mortgage technology is to understand that there are two journeys we are creating for companies. One is the journey of the consumer and the other is for the loan officer. They use the same tools for very different reasons. Additionally, the executive team needs the BI out of these tools to consider not only the ROI from them, but where in the process a borrower may drop out of the funnel. The strategy I implement is an end-to-end fully integrated solution with SSO (single sign ons) for both journeys. A borrower may end up touching 11 technologies from web analytics to ratings and reviews, but it should feel like one seamless, simple solution.
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