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Stay Connected with a Mortgage CRM System 

You’ve invested in a mortgage customer relationship management (CRM) platform. You’ve taken the time to implement and integrate the solution with the rest of your tech stack. You’ve trained your loan origination and marketing teams to use the system. After all of that time, money and effort spent, don’t you want to be certain you’re getting the most out of your marketing technology investment?

A mortgage CRM is much more than a storage tank for borrower data. With the right maintenance, omnichannel automation and performance tracking, mortgage professionals can maximize profitability by developing closer, long-lasting relationships with the consumers and referral partners that sustain their pipelines. 

This quick guide covers:
- How a mortgage CRM supports lead generation
- The benefits of a post-close mortgage CRM strategy
- Adding value to referral relationships with a mortgage CRM

Download the Quick Guide