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.
Networking events are an important way to begin and enhance working relationships with both potential clients and referral partners.
Loan officers and mortgage brokers can fuel agent relationships with a steady stream of real estate marketing, starting before the sale and going long after closing.
Using a customer-focused marketing strategy to attract and retain clients is an important pillar in a mortgage banker or broker’s overall plan.
Discover the ultimate resource for mortgage brokers looking to succeed in a competitive market. The "Mortgage Brokers' Survival Guide" provides valuable insights, tools, and strategies to help brokers navigate a crowded industry and build a thriving business.
Lenders hoping to know immediately when an applicant has abandoned their application need a powerfully automated customer relationship management (CRM) system enhanced with real-time loan data. Surefire CRM and Mortgage Marketing Engine by Black Knight and SimpleNexus allow lenders to instantly detect and act on abandoned applications with the platforms’
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.
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.
Looking to improve your mortgage lead generation strategy? Check out our latest article on essential tactics and technologies to help you succeed in today's challenging housing market.
In a market where many lenders are struggling to keep sales pipelines flowing, NFM's influencer channel has generated thousands of leads every month on a lead-buying budget of zero and Surefire Power Video.