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Bank Marketing: Best Practices for Automation Through Your Mortgage CRM

Financial, mortgage, and bank marketing are increasingly challenging in today‚Äôs 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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Effective Mortgage CRM

Nuts and Bolts of an Effective Mortgage CRM

If you want your mortgage business to thrive amongst your competitors, you need to ensure your mortgage CRM has the best features to generate and nurture leads, take advantage of client referrals, and put a serious emphasis on client retention. CRM stands for Customer Relationship Management, and it’s a software you can utilize to help […]

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