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Mortgage Tools & Technology

mortgage broker leads

Mortgage Marketing Discussion: CRM vs. Marketing Automation

Do you use the terms CRM and Marketing Automation System interchangeably? Don’t worry, that’s common. I often do it, too. However, it’s a mistake, and, although it might seem trivial, the truth is the difference is critical and worth understanding. Why? Because their utility and functionality are very much different. One is used to manage …

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Necessary tools for working from home as a loan officer

5 Must Have Tools for Work from Home Loan Officers

Most loan officers have a love/hate relationship with technology. It’s great when it works as advertised and it can be frustrating when it doesn’t. One of the biggest benefits of technology is the convenience it provides. A job that traditionally requires face to face interaction with agents or clients, can now be done from the …

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mortgage lead marketing

Looking For A Way To Manage Your Mortgage CRM? Try This!

Recently we rolled out our partnership with SalesPype, a new follow-up automation CRM that puts Agent Legend to shame. How? It’s actually a CRM. The CRM functionality is fairly basic for now, but it gets the job done when it comes to tracking your follow-up with your leads beyond the initial automated campaign. Unlike Agent Legend which wasn’t …

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