Businessman holding conceptual mortgage CRM

A Guide to Choosing Mortgage CRM Software

If you’re in the market for a new mortgage CRM, there are perhaps hundreds of options to choose from. To create a shortlist and eventually make a final decision, you’ll need a list of criteria to compare each CRM in an organized way. This article will help you identify which key features to look out […]

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man looking at mortgage CRM FAQs on laptop

11 Frequently Asked Questions About Mortgage CRMs

Customer Relationship Management (CRM) software has grown by leaps and bounds since its original conception in the late 1990s. Today, there are hundreds of CRMs on the market. Some are broad in scope, designed to be implemented into almost any industry. But many others are industry-specific and contain features that you can’t find in generic […]

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Kirk King Continuity Programs Using Technology to Grow Your Mortgage Business

Kirk King to Speak at VMLA Annual and NE Mortgage Conferences 2018

We’re excited to participate in two wonderful events next month! The Virginia Mortgage Lenders Association Annual Convention takes place from September 20-21, 2018 at the Hilton Norfolk The Main in Norfolk, VA. The conference will cover pertinent topics that include discussion of best practices as well as latest approaches to today’s lending challenges. It’s a […]

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Man-with-house-image-and-light-in-hands-demonstrating-bank-marketing-with-mortgage-crm

Bank Marketing: Best Practices for Automation Through Your Mortgage CRM

Financial, mortgage, and bank marketing are increasingly challenging in today’s demanding environment. The mortgage lending market, once the sole purview of banks, is rapidly being taken over by nonbank lenders and other nontraditional players. During 2016, the share of first-lien, owner-occupied purchase mortgages made by nonbank mortgage companies rose from 50% to 53%, according to […]

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Is Your Mortgage CRM Hurting Loan Officer Retention?

Mortgage companies that are staffed by top-producing loan officers can maintain consistent growth and position themselves for the future. But across the mortgage industry, recruiting and retaining loan officers is still one of the biggest challenges for lenders. Conversations about retaining top talent often veer into topics like compensation and benefits packages. But surprisingly, the […]

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One of the Best Productivity ‘Hacks’ You Could Provide Your Team

Story As Published in the Mortgage Bankers Association MBA Insights By Kirk King, President of Continuity Programs, Inc. Loan officers’ jobs demand a blend of sales, communications, analytical and time management skills. It can be a pressure cooker of stress from realtors, buyers, and attorneys… plus deadlines, quotas, missed opportunities and long work hours. That […]

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Co-Branding Marketing

Co-Branding Marketing With Preferred Partners: 3 Tips

Co-branding is a type of marketing that relies on forming strategic partnerships to increase brand awareness. Frequently used with consumer goods, fashion, and the automotive business, co-branding is also effective for service-related industries, including mortgage lenders. Co-Branded Mortgage Marketing Also known as strategic partnerships, the practice of co-branding is extremely effective at strengthening brand recognition for both parties while […]

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Join Continuity Programs at the 2018 MBA Technology Solutions Convention & Expo

Continuity Programs is pleased to announce we’ll be exhibiting our latest SaaS technology at the Mortgage Bankers Association’s Technology Solutions Convention & Expo in our hometown of Detroit, Michigan, from April 15-18. Visit us at booth #531 to demo MyCRMDashboard.com and learn about how our mortgage technology solutions are helping mortgage lenders, banks, and credit […]

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Mortgage Referral Partners

7 Steps to Building Valuable Mortgage Referral Partners

Strategic partners are an important source of mortgage referrals and add value to your overall marketing strategy. Whether you partner with real estate agents, accountants, appraisers, builders, and/or real estate attorneys, here are seven essential steps to building relationships that help increase your mortgage lead generation while boosting revenue. Make the first move. No matter […]

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