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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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lead generation

Lead Generation and Marketing Automation Go Hand in Hand

Marketing automation is a business strategy that can give you a significant edge in the acquisition, nurturing and conversion of new customers. Evidence continues to mount that a well-run and intelligently deployed system of marketing automation can produce substantial improvements in sales efficiency, lead generation, customer retention and conversion.

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