A mortgage CRM is much more than a storage tank for borrower data. With the right maintenance, omnichannel automation and performance tracking, mortgage professionals can maximize profitability by developing closer, long-lasting relationships with the consumers and referral partners that sustain their pipelines.
Connecting Surefire CRM and the SimpleNexus point-of-sale (POS) platform offers lenders a measurable return on their tech stack investment by reducing turn times and guiding borrowers through each stage of the homebuying process.
A contact database, when managed through a mortgage CRM, is a mortgage lead generation engine that continually feeds a loan officer’s mortgage pipeline.
Today’s mortgage pipeline software is far more advanced than ever and easily trumps even tried and true manual systems of years gone by.
A CRM program is different and more versatile than loan origination software. Done right, one gets and keeps you positioned to take advantage of the other.
There can be many steps to becoming a mortgage broker, and if you also want to be the best, each step is progressively more important.
Surefire CRM is the best CRM for small mortgage brokers to cast a long shadow and set themselves apart in a competitive mortgage market.
Becoming a mortgage broker can be a big step up for established mortgage loan originators or a first step into the industry for outsiders.
Learn how mortgage brokers can overcome challenges in 2023, including rising interest rates and competition from digital lenders, with effective marketing strategies.
Improve your mortgage brokerage's document management with inbound handling strategies. Learn how to streamline loan application processing and secure data.