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Customer Relationship Management

Data is everything in the world of mortgage lending. However, even the most robust customer databases are only helpful when wielded effectively. Without careful relationship management, balls can get dropped and loans can get lost, leaving room for competing lenders to swoop in and save the day. 

A modern mortgage customer relationship management (CRM) platform can help alleviate the time-consuming burden of homebuyer outreach — from responding to inquiries to progressing loans through pipelines and maintaining solid relationships with past borrowers. 

This quick guide covers:

    • What a mortgage CRM is

    • Mortgage CRM components

    • Why a mortgage CRM is an essential tool for lenders

Download the Quick Guide