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mortgage crm

Mortgage CRM, Customer Loyalty or Referral System?

April 28, 2009

Image by k-ideas via Flickr One of the biggest fallacies in the mortgage CRM business is that you are creating a customer database for repeat business. The fact is that 70% of mortgage customers couldn’t tell you the name of their mortgage broker on their last transaction days later. That simply means that every customer [...]

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Comparing the Top Lead Management System for Your Aged Leads

October 29, 2008

Nothing is more important to your success with aged mortgage or debt leads than a good lead management process. This of course is best organized and enforced with a good lead management software. However, even short of that you should have some basic lead management fundamentals in place. Contact Management You have to start with [...]

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3 Secret Mortgage Meltdown Marketing Strategies

October 27, 2008

Does the mortgage meltdown have your marketing budget in a pinch? Looking for marketing on the cheap, but still sure to bring results? Here are some secrets to frugal marketing that can still grow your business. However, here is a word of caution. When looking to shave cost from your marketing budget avoid short-cuts and [...]

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