How to Use Your CRM to Host a Successful Networking Event
Dec 20, 2023Networking events are an important way to begin and enhance working relationships with both potential clients and referral partners.
Individual loan officers can harness the power of Surefire to perform like a large enterprise while maintaining the personal touch their clients appreciate.
Like an extra employee, Surefire CRM will gather leads, nurture them, help you close more loans and earn more repeat and referral business.
Open and solidify referral relationships by truly standing out to real estate agents with professional property sites, co-marketing materials and more.
Organizations with multiple team members will benefit from the organizational structure of Surefire as you’ll be able to assign users to branches and centralize your marketing and communication from one system.
Plus, you can easily deploy award-winning marketing messaging on behalf of your LO team members without them needing to lift a finger.
Larger enterprise organizations benefit from key integrations to their technology stack, including their LOS, POS, and more. This seamless integration gives them a leg up against the competition.
The system structure also makes it easy to manage branding throughout the organizational hierarchy. Plus, improve hiring and retention by offering LOs easy-to-use tools that will want them to stay part of your winning team.
Networking events are an important way to begin and enhance working relationships with both potential clients and referral partners.
Ad conversion rate measurement helps LOs gauge the effectiveness of their marketing spend. Surefire mortgage CRM can boost those metrics.
Credit union marketing strategies can benefit significantly if marketers utilize content designed from the start to foster engagement.