mortgage crm

Using a Customer-Focused Marketing Strategy to Attract and Retain Clients

Using a customer-focused marketing strategy to attract and retain clients is an important pillar in a mortgage banker or broker’s…

2 years ago

Success Metrics of Mortgage Marketing

Success metrics for mortgage marketing are unique to the industry. Mortgage professionals should measure list growth, closing cycles and revenue.

2 years ago

Company Dashboard Components for Lenders

Company dashboards should provide lenders a look back and a path forward. They can track success metrics for production, performance,…

2 years ago

Leveraging Referral Partners: A Game-Changer for Mortgage Brokers in a Challenging Housing Market

Co-brandable marketing campaigns and single-property sites featuring mortgage calculators show homebuyers that you and your partners are on their team.…

2 years ago

Effective Content Marketing Strategies for Mortgage Brokers in the Current Housing Market

In today's highly competitive housing market, mortgage brokers need to leverage effective content marketing strategies to stand out and attract…

2 years ago

Optimizing Landing Pages for Maximum Mortgage Lead Conversion

A well-designed and optimized landing page can significantly boost your mortgage lead conversion rates.

2 years ago

The Call of Success: The Power of Voice in Omnichannel Mortgage Marketing

Lenders seeking to revamp their marketing strategies and attract more business should consider adopting a centralized mortgage marketing engine that…

2 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…

2 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…

2 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…

2 years ago