Posts By: Sandra

What is mortgage CRM software? Loan officers and mortgage professionals use mortgage CRM software to track clients, capture loan prospects, solve issues, and analyze sales. A mortgage CRM software should have all the features that mortgage lenders need. Some of the features that it must have are: 1.All information stored in the cloud 2.Loan Origination…

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CRM in financial planning helps financial advisors and companies manage their client relationships efficiently and effectively. Why Do Financial Advisors Need CRM? For every organisation, the customer is at the core, from offering the best service to ensuring they are offered the best financial advice. CRM for financial services does just this. It helps financial…

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