mortgage crm

Inside the Lenders’ Studio: Marc Edelstein | Ross Mortgage

In this episode of Inside the Lenders Studio, we are joined by Marc Edelstein, senior loan officer at Ross Mortgage.

3 years ago

Don’t Overlook Mass Text Messaging in a Mortgage CRM

The heartache of time-sensitive emails lost in an inbox or worse — the spam folder — can easily be avoided…

3 years ago

How Loan Officers Can Build the Best Referral Partner Network

Building a mortgage business on referral partners can be hard, yet it can also be a necessity if you want…

3 years ago

Mortgage Advertising on Social Media: A Quick Guide for Loan Officers

Mortgage advertising rules are everywhere, including social media channels. Here are some mortgage compliance tips for loan officers entering the…

3 years ago

The Trending Mind Live | Floify

Hear from Floify CEO and Founder Dave Sims and Top of Mind CEO Bill Hayes discuss how mutual users share…

3 years ago

4 Ways a Mortgage Lead Management System Can Be Your Best Lead Generation Partner

Mortgage professionals should look to their database in a mortgage lead management system to uncover existing lead opportunities.

3 years ago

How to Become a Successful Loan Officer With Post-Close Marketing

Learn how the Surefire Retention Center builds successful loan officers with post-close marketing gifts and postcards that stand out.

3 years ago

Surefireside Chats: James Polinori | Geneva Financial

In this episode of Surefireside Chats, we are joined by James Polinori, chief marketing officer at Geneva Financial.

3 years ago

Black Knight Completes Top of Mind Acquisition, Adding Robust CRM and Marketing Automation to Integrated Mortgage Technology Ecosystem

Black Knight Completes Top of Mind Acquisition, Adding Robust CRM and Marketing Automation to Integrated Mortgage Technology Ecosystem. Will Help…

3 years ago

Social Media Management Software Must-Haves for Loan Officers

Social media management software frees up time for loan officers and mortgage brokers wanting to expand their reach but don’t…

3 years ago