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CRM

Articles tagged “CRM” from the Shape blog.

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Sales & CRM Strategy

Mortgage CRM Data Hygiene: Rules, Audits, and Ownership

Bad records cost you money on every file they touch. Mortgage CRM data hygiene is not housekeeping. It is the difference between a database that produces loans and one that produces rework. This business runs on 16 basis points of production profit. At that margin, rework is the whole thing. Most guides on this subject […]

·10 min read

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