3/18/2024 0 Comments Crm software reviews 2012These solutions are stepping up their game with a whole lot of mortgage-specific marketing and sales automation juice that can allow a mortgage office to automate many common processes around things like drip marketing, lead distribution, and reporting.įor the mortgage lending industry, there are a number of available mortgage CRM systems that are either firmly entrenched or growing in popularity. All of these systems offer the type of contact management that a modern mortgage office would require, almost as an afterthought. Gone are the days of a simple customer database. Having a system that can be seamlessly integrated with your processes can be a huge benefit, and today there are a number of CRMs being developed specifically to fit the needs of mortgage professionals.Īnd while Floify is not itself a mortgage CRM, we know a thing or two about mortgage technology and how the different pieces should fit together to meet the needs of our mutual customers – mortgage loan originators. It keeps their prospects, customers, referral partners, and other contacts all organized in a central location.Īrguably more important than the system itself is the fit with your office workflow and processes. Industry-specific Mortgage CRM Solutions Preferred by Loan OriginatorsĪ high-quality mortgage CRM is a critical piece of software for a loan officer and their team.
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